BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in XOVR — EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
CIK 1352860
BLUE BELL, PA
Position in XOVR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$9,036
+$4,001 QoQ
Shares Held
535
+114.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in XOVR Over Time
Shares Held
Position Value (USD)
All Filings in XOVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,036 | 535 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,035 | 250 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,280 | 250 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,249 | 275 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,386 | 275 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||