BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in MIY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $52,266 | 4,452 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $50,218 | 4,452 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $53,566 | 4,852 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $78,738 | 6,919 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $77,354 | 6,919 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $89,546 | 7,456 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $45,760 | 4,000 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $46,040 | 4,000 | Shares | Sole | 2024-04-24 |