BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in TBLD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $269,259 | 13,396 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $309,011 | 15,536 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $526,718 | 26,846 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $573,111 | 31,946 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $532,030 | 32,680 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $530,358 | 29,762 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $261,435 | 16,208 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $63,839 | 3,948 | Shares | Sole | 2024-04-24 |