BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Holdings in SCD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $115,754 | 7,816 | Shares | Sole | 2026-02-09 |
| 2024-06-30 | $5,603 | 362 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $32,249 | 2,062 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $144,583 | 10,320 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $118,675 | 9,494 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $123,578 | 9,647 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $88,485 | 7,247 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $64,377 | 5,347 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $37,382 | 3,317 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $72,798 | 5,909 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $72,500 | 4,959 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $6,080 | 400 | Shares | Sole | 2022-01-26 |