BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Blue Bell, PA
CIK
0001352860
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 675 371,250 13F-HR 10/30/2023 000135286023000004 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q2 2023 679 378,006 13F-HR 8/8/2023 000135286023000003 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q1 2023 659 333,742 13F-HR 5/8/2023 000135286023000002 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q4 2022 690 305,204 13F-HR 2/3/2023 000135286023000001 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q3 2022 740 279,770 13F-HR 11/8/2022 000135286022000004 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q2 2022 859 297,589 13F-HR 8/2/2022 000135286022000003 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q1 2022 917 352,745 13F-HR 4/21/2022 000135286022000002 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q4 2021 867 383,429 13F-HR 1/26/2022 000135286022000001 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q3 2021 187 342,235 13F-HR 11/9/2021 000135286021000005 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q2 2021 187 342,706 13F-HR 8/5/2021 000135286021000004 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q1 2021 177 328,417 13F-HR 4/22/2021 000135286021000003 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q4 2020 160 290,150 13F-HR 1/21/2021 000135286021000001 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q3 2020 166 244,243 13F-HR 10/23/2020 000135286020000007 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q2 2020 204 215,130 13F-HR 7/30/2020 000135286020000003 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q1 2020 200 179,865 13F-HR 4/22/2020 000135286020000002 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q4 2019 190 248,157 13F-HR 1/22/2020 000135286020000001 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q3 2019 216 217,451 13F-HR 11/7/2019 000135286019000006 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q2 2019 212 216,724 13F-HR 7/23/2019 000135286019000005 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q1 2019 204 214,025 13F-HR 4/23/2019 000135286019000002 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q1 2019 204 214,025 RESTATEMENT 4/23/2019 000135286019000004 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q4 2018 224 189,929 13F-HR 1/16/2019 000135286019000001 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q3 2018 229 233,405 13F-HR 10/25/2018 000143484518000004 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q2 2018 238 220,160 13F-HR 7/25/2018 000135286018000003 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q1 2018 234 227,874 13F-HR 5/1/2018 000135286018000002 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q4 2017 251 222,781 13F-HR 1/31/2018 000135286018000001 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q3 2017 258 209,354 13F-HR 10/24/2017 000135286017000004 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q2 2017 260 201,933 13F-HR 7/28/2017 000135286017000003 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q1 2017 281 183,278 13F-HR 4/18/2017 000135286017000002 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q4 2016 307 164,142 13F-HR 1/30/2017 000135286017000001 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q3 2016 465 171,716 13F-HR 10/14/2016 000135286016000008 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q2 2016 459 155,205 13F-HR 7/28/2016 000135286016000007 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q1 2016 438 146,770 13F-HR 4/12/2016 000135286016000006 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q4 2015 446 147,373 13F-HR 1/21/2016 000135286016000005 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q3 2015 447 145,247 13F-HR 10/21/2015 000135286015000004 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q2 2015 433 165,612 13F-HR 7/14/2015 000135286015000003 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q1 2015 427 166,757 13F-HR 4/9/2015 000135286015000002 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q4 2014 435 171,832 13F-HR 1/22/2015 000135286015000001 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q3 2014 438 166,803 13F-HR 10/15/2014 000135286014000004 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q2 2014 406 165,591 13F-HR 7/29/2014 000135286014000003 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q1 2014 390 147,710 13F-HR 4/29/2014 000135286014000002 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Q4 2013 401 130,365 13F-HR 2/10/2014 000135286014000001 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC