BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in OPFI — OppFi Inc.

CIK 1352860 BLUE BELL, PA

Position in OPFI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$13,206

+$2,952 QoQ

Shares Held

1,330

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#109

of 144 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Financial Services · as of Jun 30, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $1,734,188 across 6 Credit Services names. OPFI ranks #6 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,748	$942,811
2	FCFS	FirstCash Holdings, Inc.	2,318	$501,429
3	MA	Mastercard Inc	371	$190,545
4	SYF	Synchrony Financial	655	$49,812
5	SEZL	Sezzle Inc.	212	$36,385
6	OPFI	OppFi Inc. This page	1,330	$13,206

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,206	1,330	0.0%	Shares	Sole	2026-08-06
2026-03-31	$10,254	1,330	0.0%	Shares	Sole	2026-05-11
2025-12-31	$13,911	1,330	-5.7%	Shares	Sole	2026-02-09
2025-09-30	$15,986	1,411	+35.2%	Shares	Sole	2025-10-22
2025-06-30	$14,605	1,044	+76.1%	Shares	Sole	2025-08-11
2025-03-31	$5,514	593	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.