BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Holdings in PEO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,521,774 | 115,997 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $2,432,061 | 113,014 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $2,426,007 | 113,524 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $2,577,187 | 112,985 | Shares | Sole | 2025-05-05 |
| 2024-09-30 | $2,113,298 | 91,012 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $1,225,783 | 51,918 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $952,954 | 41,325 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $651,557 | 31,583 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $335,586 | 14,515 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $266,162 | 12,784 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $219,868 | 10,694 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $233,129 | 10,694 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $187,185 | 9,619 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $189,131 | 9,714 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $153,207 | 7,320 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $46,586 | 2,820 | Shares | Sole | 2022-01-26 |
| 2021-03-31 | $14,710 | 1,000 | Shares | Sole | 2021-04-23 |