BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in MEGI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,236,275 | 162,520 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $2,299,930 | 156,671 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,918,335 | 134,999 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $1,855,640 | 139,417 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $1,682,137 | 138,220 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $2,066,913 | 138,626 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $1,698,900 | 132,623 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $863,483 | 68,694 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $372,513 | 28,699 | Shares | Sole | 2024-01-25 |