BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in SEZL — Sezzle Inc.

CIK 1352860 BLUE BELL, PA

Position in SEZL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$36,385

+$22,968 QoQ

Shares Held

212

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#260

of 323 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 64% Shared 0% None 36%

Financial Services · as of Jun 30, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $1,734,188 across 6 Credit Services names. SEZL ranks #5 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,748	$942,811
2	FCFS	FirstCash Holdings, Inc.	2,318	$501,429
3	MA	Mastercard Inc	371	$190,545
4	SYF	Synchrony Financial	655	$49,812
5	SEZL	Sezzle Inc. This page	212	$36,385
6	OPFI	OppFi Inc.	1,330	$13,206

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,385	212	0.0%	Shares	Sole	2026-08-06
2026-03-31	$13,417	212	+43.2%	Shares	Sole	2026-05-11
2025-12-31	$9,394	148	+22.3%	Shares	Sole	2026-02-09
2025-09-30	$9,623	121	—	Shares	Sole	2025-10-22
No filing history on record for this holder in this stock.