BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in NIE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $165,842 | 6,655 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $38,142 | 1,519 | Shares | Sole | 2025-10-22 |
| 2024-09-30 | $27,704 | 1,204 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $27,980 | 1,204 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $33,585 | 1,500 | Shares | Sole | 2024-04-24 |
| 2022-12-31 | $68,326 | 3,748 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $99,681 | 4,908 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $112,589 | 5,426 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $147,261 | 5,426 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $144,250 | 4,786 | Shares | Sole | 2022-01-26 |