BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: EMO 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 EMO, newest first. How the timeline and the estimate are built.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 48,724 EMO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 48,724 sharesChange vs previous 13F +921 shares
0.3% of the 13F portfolio, value $2,441,077.
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 47,803 sharesChange vs previous 13F -1,178 shares
0.36% of the 13F portfolio, value $2,524,940.
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 48,981 sharesChange vs previous 13F +43,800 shares
0.32% of the 13F portfolio, value $2,186,990.
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 5,181 sharesChange vs previous 13F -812 shares
0.04% of the 13F portfolio, value $232,731.
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 5,993 sharesChange vs previous 13F -672 shares
0.05% of the 13F portfolio, value $287,484.
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 6,665 sharesChange vs previous 13F -59 shares
0.06% of the 13F portfolio, value $330,717.
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 6,724 sharesChange vs previous 13F -100 shares
0.06% of the 13F portfolio, value $312,935.
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 6,824 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $287,973.
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).