BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in RIOT — Riot Platforms, Inc.
CIK 1352860
BLUE BELL, PA
Position in RIOT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,299
-$2,167 QoQ
Shares Held
84
-58.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#402
of 448 holders
Holding Since
Dec 2021
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RIOT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $717,593 across 10 Capital Markets names. RIOT ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,197 | $459,260 | |
| 2 | GS |
Goldman Sachs Group Inc
|
193 | $195,194 | |
| 3 | SCHW |
Schwab Charles Corp
|
215 | $19,838 | |
| 4 | HIVE |
HIVE Digital Technologies Ltd.
|
4,508 | $16,409 | |
| 5 | HUT |
Hut 8 Corp.
|
83 | $9,581 | |
| 6 | SNEX |
StoneX Group Inc.
|
120 | $9,480 | |
| 7 | RIOT |
Riot Platforms, Inc.
This page
|
84 | $2,299 | |
| 8 | PJT |
PJT Partners Inc.
|
13 | $1,962 |
All Filings in RIOT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,299 | 84 | Shares | Sole | 2026-08-06 | |
| 2021-12-31 | $4,466 | 200 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||