BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: APRT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC on APRT, newest first. How the timeline and the estimate are built.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 12,178 APRT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 12,178 sharesChange vs previous 13F +1,161 shares
0.07% of the 13F portfolio, value $558,650.
13F-HR 0001352860-26-000003 filed by BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,017 sharesChange vs previous 13F +3,214 shares
0.07% of the 13F portfolio, value $468,223.
13F-HR 0001352860-26-000002 filed by BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,803 sharesChange vs previous 13F -149 shares
0.05% of the 13F portfolio, value $324,878.
13F-HR 0001352860-26-000001 filed by BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,952 sharesChange vs previous 13F -131 shares
0.05% of the 13F portfolio, value $323,703.
13F-HR 0001352860-25-000007 filed by BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,083 sharesChange vs previous 13F +3,106 shares
0.05% of the 13F portfolio, value $317,378.
13F-HR 0001352860-25-000004 filed by BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,977 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $184,547.
13F-HR 0001352860-25-000003 filed by BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,977 sharesChange vs previous 13F -27 shares
0.04% of the 13F portfolio, value $191,886.
13F-HR 0001352860-25-000001 filed by BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,004 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $189,063.
13F-HR 0001352860-24-000011 filed by BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).