BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in SBI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $129,093 | 16,809 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $132,959 | 16,809 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $126,403 | 16,809 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $136,710 | 17,527 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $135,658 | 17,527 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $182,072 | 22,204 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $174,523 | 22,204 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $16,576 | 2,093 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $11,034 | 1,433 | Shares | Sole | 2024-01-25 |