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

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 33,334 BFEB 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 33,334 shares
    Change vs previous 13F -70 shares

    0.22% of the 13F portfolio, value $1,754,772.

    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 33,404 shares
    Change vs previous 13F -259 shares

    0.23% of the 13F portfolio, value $1,593,448.

    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 33,663 shares
    Change vs previous 13F -3,514 shares

    0.24% of the 13F portfolio, value $1,638,210.

    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 37,177 shares
    Change vs previous 13F -1,266 shares

    0.27% of the 13F portfolio, value $1,756,613.

    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 38,443 shares
    Change vs previous 13F +849 shares

    0.29% of the 13F portfolio, value $1,716,480.

    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 37,594 shares
    Change vs previous 13F +2,459 shares

    0.3% of the 13F portfolio, value $1,561,286.

    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 35,135 shares
    Change vs previous 13F -2,265 shares

    0.29% of the 13F portfolio, value $1,513,292.

    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 37,400 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,569,304.

    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).