BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Holdings in PDX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $12,376 | 659 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $11,442 | 459 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $63,079 | 2,559 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $60,343 | 2,459 | Shares | Sole | 2025-05-05 |
| 2024-06-30 | $188,154 | 8,445 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $311,256 | 14,675 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $77,824 | 3,800 | Shares | Sole | 2024-01-25 |