BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in NBXG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,207,656 | 360,641 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $4,881,150 | 317,370 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $4,300,853 | 294,579 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $3,438,807 | 280,719 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $3,282,741 | 257,672 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $2,253,281 | 175,626 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $1,580,984 | 122,462 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $1,235,089 | 105,114 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $898,380 | 82,194 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $589,990 | 56,621 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $551,107 | 50,514 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $358,260 | 34,415 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $291,203 | 32,018 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $266,132 | 28,192 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $162,846 | 16,416 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $291,875 | 20,923 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $203,828 | 11,782 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $45,724 | 2,399 | Shares | Sole | 2021-11-10 |