BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: TYG 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 TYG, newest first. How the timeline and the estimate are built.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 8,494 TYG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 8,494 sharesChange vs previous 13F -1,610 shares
0.05% of the 13F portfolio, value $364,138.
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 10,104 sharesChange vs previous 13F -6,176 shares
0.07% of the 13F portfolio, value $503,684.
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 16,280 sharesChange vs previous 13F +12,606 shares
0.1% of the 13F portfolio, value $665,852.
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 3,674 sharesChange vs previous 13F -400 shares
0.02% of the 13F portfolio, value $158,313.
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 4,074 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $178,808.
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 4,074 sharesChange vs previous 13F -100 shares
0.03% of the 13F portfolio, value $175,386.
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 4,174 sharesChange vs previous 13F +1,240 shares
0.03% of the 13F portfolio, value $175,308.
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 2,934 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $115,160.
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).