BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in NQP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $167,993 | 14,129 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $393,000 | 32,750 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $441,507 | 39,350 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $534,689 | 47,655 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $546,210 | 48,856 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $718,027 | 56,896 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $646,868 | 53,022 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $582,548 | 49,285 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $276,136 | 23,846 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $21,906 | 2,154 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $24,210 | 2,154 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $24,620 | 2,154 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $23,974 | 2,154 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $23,629 | 2,154 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $26,257 | 2,154 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $29,079 | 2,154 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $32,094 | 2,154 | Shares | Sole | 2022-01-26 |