Position in WRD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,003
-$1,171 QoQ
Shares Held
516
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 110 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in WRD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $522,992 across 9 Software - Application names. WRD ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
1,200 | $246,024 | |
| 2 | UBER |
Uber Technologies, Inc
|
1,400 | $101,024 | |
| 3 | PAYX |
Paychex Inc
|
877 | $86,235 | |
| 4 | SNOW |
Snowflake Inc.
|
209 | $53,190 | |
| 5 | CRM |
Salesforce, Inc.
|
86 | $13,472 | |
| 6 | ADP |
Automatic Data Processing Inc
|
56 | $12,541 | |
| 7 | DSGX |
Descartes Systems Group Inc
|
74 | $5,123 | |
| 8 | WRD |
WeRide Inc.
This page
|
516 | $3,003 |
All Filings in WRD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,003 | 516 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,174 | 516 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,478 | 516 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,108 | 516 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,066 | 516 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,002 | 516 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||