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BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: BAUG 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 BAUG, newest first. How the timeline and the estimate are built.

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 31,593 BAUG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,593 shares
    Change vs previous 13F -175 shares

    0.21% of the 13F portfolio, value $1,693,843.

    13F-HR 0001352860-26-000003 filed by BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,768 shares
    Change vs previous 13F -956 shares

    0.22% of the 13F portfolio, value $1,551,797.

    13F-HR 0001352860-26-000002 filed by BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,724 shares
    Change vs previous 13F -684 shares

    0.24% of the 13F portfolio, value $1,637,493.

    13F-HR 0001352860-26-000001 filed by BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,408 shares
    Change vs previous 13F -741 shares

    0.25% of the 13F portfolio, value $1,636,681.

    13F-HR 0001352860-25-000007 filed by BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 34,149 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,571,544.

    13F-HR 0001352860-25-000004 filed by BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 34,149 shares
    Change vs previous 13F -150 shares

    0.27% of the 13F portfolio, value $1,449,625.

    13F-HR 0001352860-25-000003 filed by BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,299 shares
    Change vs previous 13F -109 shares

    0.28% of the 13F portfolio, value $1,494,888.

    13F-HR 0001352860-25-000001 filed by BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 34,408 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,471,864.

    13F-HR 0001352860-24-000011 filed by BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).