BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Holdings in STEW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,064,545 | 327,106 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $5,468,593 | 301,134 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $4,912,723 | 277,869 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $4,667,401 | 270,574 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $4,118,229 | 257,068 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $3,566,881 | 225,752 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $2,106,025 | 144,744 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $2,044,033 | 135,726 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $1,620,973 | 116,869 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $1,536,922 | 118,407 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $1,604,728 | 120,838 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $1,392,613 | 113,405 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $1,480,654 | 116,587 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $1,203,872 | 110,650 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $1,284,445 | 107,485 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $1,499,565 | 101,117 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $1,396,843 | 98,300 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $1,179,231 | 89,949 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $1,160,635 | 85,719 | Shares | Sole | 2021-08-05 |
| 2021-03-31 | $1,012,325 | 80,471 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $652,648 | 58,586 | Shares | Sole | 2021-01-21 |
| 2020-09-30 | $552,650 | 55,265 | Shares | Sole | 2020-10-23 |
| 2020-06-30 | $501,756 | 53,265 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $438,278 | 47,639 | Shares | Sole | 2020-04-22 |