BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Holdings in SWZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $401,270 | 64,513 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $1,171,634 | 192,703 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $665,750 | 105,008 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $903,578 | 98,002 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $683,964 | 91,317 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $817,287 | 91,317 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $736,928 | 91,317 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $724,143 | 91,317 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $753,760 | 91,922 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $710,626 | 93,014 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $768,043 | 93,436 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $758,766 | 95,683 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $732,911 | 96,946 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $662,445 | 97,562 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $807,261 | 102,705 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $1,030,261 | 111,742 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $1,094,930 | 110,154 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $979,726 | 106,724 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $1,070,767 | 110,048 | Shares | Sole | 2021-08-05 |
| 2021-03-31 | $1,018,954 | 115,922 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $1,081,874 | 121,015 | Shares | Sole | 2021-01-21 |
| 2020-09-30 | $1,087,081 | 131,290 | Shares | Sole | 2020-10-23 |
| 2020-06-30 | $1,054,025 | 134,442 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $927,637 | 133,473 | Shares | Sole | 2020-04-22 |