BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in WIA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $22,287 | 2,695 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $22,691 | 2,695 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $22,638 | 2,695 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $22,503 | 2,695 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $21,560 | 2,695 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $23,042 | 2,695 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $21,586 | 2,695 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $23,410 | 2,876 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $25,789 | 3,176 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $24,836 | 3,176 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $26,233 | 3,176 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $37,852 | 4,376 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $41,603 | 4,832 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $43,246 | 4,832 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $55,345 | 5,659 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $64,572 | 5,519 | Shares | Sole | 2022-04-21 |