BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in NFJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,638,911 | 282,305 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $3,315,819 | 254,867 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $3,085,392 | 248,822 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $2,921,668 | 240,863 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $2,925,954 | 231,667 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $2,919,095 | 223,857 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $2,107,260 | 171,601 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $1,678,806 | 131,362 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $1,569,330 | 124,550 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $1,253,947 | 110,675 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $1,371,598 | 112,334 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $1,253,592 | 106,598 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $1,189,611 | 105,462 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $1,151,624 | 107,830 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $1,246,527 | 108,018 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $1,479,133 | 102,789 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $1,968,602 | 122,578 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $1,722,074 | 116,121 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $1,797,067 | 119,248 | Shares | Sole | 2021-08-05 |
| 2021-03-31 | $1,778,143 | 129,038 | Shares | Sole | 2021-04-23 |