BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: DELL 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 DELL, newest first. How the timeline and the estimate are built.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 445 DELL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 445 sharesChange vs previous 13F +6 shares
0.02% of the 13F portfolio, value $192,000.
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 439 sharesChange vs previous 13F -1,618 shares
0.01% of the 13F portfolio, value $72,053.
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 2,057 sharesChange vs previous 13F +19 shares
0.04% of the 13F portfolio, value $258,935.
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 2,038 sharesChange vs previous 13F +93 shares
0.04% of the 13F portfolio, value $288,927.
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 1,945 sharesChange vs previous 13F +170 shares
0.04% of the 13F portfolio, value $238,457.
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 1,775 sharesChange vs previous 13F +1,630 shares
0.03% of the 13F portfolio, value $161,791.
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 145 sharesChange vs previous 13F -3 shares
<0.01% of the 13F portfolio, value $16,710.
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 148 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $17,544.
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).