BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Holdings in SPE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,097,173 | 278,909 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $4,220,619 | 272,298 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $3,819,741 | 246,594 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $3,687,755 | 245,523 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $3,660,718 | 250,220 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $3,749,510 | 269,555 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $3,390,205 | 259,190 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $3,307,963 | 261,706 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $3,174,352 | 267,652 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $2,899,444 | 265,274 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $2,889,194 | 257,504 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $2,757,820 | 252,086 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $2,574,348 | 225,820 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $2,408,592 | 217,186 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $2,576,238 | 208,265 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $2,086 | 139 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $4,064,802 | 263,094 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $4,261,793 | 277,280 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $1,830,457 | 120,663 | Shares | Sole | 2021-08-05 |
| 2021-03-31 | $3,340,383 | 227,857 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $3,633,372 | 258,052 | Shares | Sole | 2021-01-21 |
| 2020-09-30 | $3,390,697 | 273,223 | Shares | Sole | 2020-10-23 |
| 2020-06-30 | $2,658,987 | 235,935 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $1,653,988 | 174,104 | Shares | Sole | 2020-04-22 |