BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in MA — Mastercard Inc

CIK 1352860 BLUE BELL, PA

Position in MA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$190,545

+$8,669 QoQ

Shares Held

371

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#3,293

of 3,563 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $1,734,188 across 6 Credit Services names. MA ranks #3 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,748	$942,811
2	FCFS	FirstCash Holdings, Inc.	2,318	$501,429
3	MA	Mastercard Inc This page	371	$190,545
4	SYF	Synchrony Financial	655	$49,812
5	SEZL	Sezzle Inc.	212	$36,385
6	OPFI	OppFi Inc.	1,330	$13,206

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$190,545	371	+1.9%	Shares	Sole	2026-08-06
2026-03-31	$181,876	364	+0.3%	Shares	Sole	2026-05-11
2025-12-31	$207,229	363	0.0%	Shares	Sole	2026-02-09
2025-09-30	$206,478	363	+2.8%	Shares	Sole	2025-10-22
2025-06-30	$198,364	353	-7.1%	Shares	Sole	2025-08-11
2025-03-31	$208,285	380	0.0%	Shares	Sole	2025-05-05
2024-12-31	$200,096	380	-1.3%	Shares	Sole	2025-02-07
2024-09-30	$190,113	385	+7.5%	Shares	Sole	2024-10-29
2024-06-30	$157,935	358	+3.2%	Shares	Sole	2024-08-05
2024-03-31	$167,104	347	+2.1%	Shares	Sole	2024-04-24
2023-12-31	$145,013	340	0.0%	Shares	Sole	2024-01-25
2023-09-30	$134,609	340	-4.5%	Shares	Sole	2023-10-30
2023-06-30	$140,014	356	+128.2%	Shares	Sole	2023-08-08
2023-03-31	$56,691	156	0.0%	Shares	Sole	2023-05-08
2022-12-31	$54,245	156	0.0%	Shares	Sole	2023-02-03
2022-09-30	$44,357	156	0.0%	Shares	Sole	2022-11-09
2022-06-30	$49,214	156	+3.3%	Shares	Sole	2022-08-02
2022-03-31	$53,964	151	0.0%	Shares	Sole	2022-04-21
2021-12-31	$54,257	151	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.