BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in SABA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,207,609 | 267,589 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $1,810,894 | 198,563 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $601,026 | 65,400 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $570,285 | 65,550 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $593,883 | 65,550 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $557,830 | 65,550 | Shares | Sole | 2024-10-29 |