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

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 23,189 HGLB 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 23,189 shares
    Change vs previous 13F +4,927 shares

    0.02% of the 13F portfolio, value $174,381.

    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 18,262 shares
    Change vs previous 13F +1,200 shares

    0.02% of the 13F portfolio, value $146,644.

    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 17,062 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $155,776.

    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 17,062 shares
    Change vs previous 13F +1,100 shares

    0.02% of the 13F portfolio, value $155,094.

    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 15,962 shares
    Change vs previous 13F +307 shares

    0.02% of the 13F portfolio, value $138,933.

    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 15,655 shares
    Change vs previous 13F +2,255 shares

    0.02% of the 13F portfolio, value $130,406.

    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 13,400 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $91,254.

    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).