BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: MAYT 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 MAYT, newest first. How the timeline and the estimate are built.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 12,835 MAYT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 12,835 sharesChange vs previous 13F +79 shares
0.06% of the 13F portfolio, value $500,533.
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 12,756 sharesChange vs previous 13F -80 shares
0.07% of the 13F portfolio, value $472,069.
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 12,836 sharesChange vs previous 13F -269 shares
0.07% of the 13F portfolio, value $474,141.
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 13,105 sharesChange vs previous 13F -149 shares
0.07% of the 13F portfolio, value $473,202.
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 13,254 sharesChange vs previous 13F +6,301 shares
0.08% of the 13F portfolio, value $461,845.
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 6,953 sharesChange vs previous 13F -100 shares
0.04% of the 13F portfolio, value $228,123.
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 7,053 sharesChange vs previous 13F -11 shares
0.04% of the 13F portfolio, value $234,089.
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 7,064 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $229,805.
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).