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Disclosery

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

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 33,489 PNI 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 33,489 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $237,437.

    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 33,489 shares
    Change vs previous 13F +33,489 shares

    0.03% of the 13F portfolio, value $229,400.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -9,063 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 9,063 shares
    Change vs previous 13F +1,953 shares

    0.01% of the 13F portfolio, value $60,903.

    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).

  5. period ended2025-03-31
    13F 7,110 shares
    Change vs previous 13F +1,600 shares

    0.01% of the 13F portfolio, value $50,339.

    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).

  6. period ended2024-12-31
    13F 5,510 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $39,452.

    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).