| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2009 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST | 45 | Q2 2024 | 31.4% |
| GENERAL AMERN INVS CO INC COM | 45 | Q2 2024 | 11.2% |
| SCHWAB U.S. LARGE-CAP ETF | 45 | Q2 2024 | 9.1% |
| TRI CONTL CORP COM | 45 | Q2 2024 | 8.3% |
| SCHWAB U.S. BROAD MARKET ETF | 45 | Q2 2024 | 5.9% |
| ROYCE VALUE TRUST INC | 45 | Q2 2024 | 2.9% |
| ISHARES RUSSELL 2000 INDEX | 45 | Q2 2024 | 2.8% |
| SPECIAL OPPTYS FUND | 45 | Q2 2024 | 3.1% |
| SCHWAB U.S. SMALL-CAP ETF | 45 | Q2 2024 | 2.0% |
| VANGUARD TOTAL STOCK MKT | 45 | Q2 2024 | 3.5% |
View BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-04-24 |
| SCHEDULE 13G | 2024-02-15 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-09 |
View BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.