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

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 113 SOXX 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 113 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $72,406.

    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 113 shares
    Change vs previous 13F +25 shares

    0.01% of the 13F portfolio, value $37,139.

    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 88 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $26,501.

    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 88 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $23,859.

    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 88 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $21,006.

    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 78 shares
    Change vs previous 13F -30 shares

    <0.01% of the 13F portfolio, value $14,677.

    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 108 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $23,273.

    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).

  8. period ended2024-09-30
    13F 108 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $24,904.

    13F-HR 0001352860-24-000011 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).