BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Holdings in RVT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,502,030 | 652,300 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $9,087,190 | 563,372 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $7,407,248 | 492,176 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $6,730,336 | 472,636 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $7,650,881 | 484,233 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $7,610,151 | 484,723 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $6,669,555 | 460,923 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $6,171,550 | 406,826 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $5,270,778 | 362,004 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $4,724,023 | 367,057 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $4,524,799 | 327,884 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $3,715,221 | 273,782 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $3,271,546 | 246,723 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $3,311,066 | 263,830 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $4,096,004 | 293,200 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $5,642,514 | 332,108 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $7,307,461 | 373,020 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $8,274,369 | 459,177 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $8,743,993 | 460,938 | Shares | Sole | 2021-08-05 |
| 2021-03-31 | $8,894,961 | 491,163 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $7,382,355 | 457,395 | Shares | Sole | 2021-01-21 |
| 2020-09-30 | $5,293,391 | 418,781 | Shares | Sole | 2020-10-23 |
| 2020-06-30 | $4,811,372 | 383,682 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $3,660,065 | 378,497 | Shares | Sole | 2020-04-22 |