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Manager record

Blue Bell Private Wealth Management, Llc

Blue Bell, PA · CIK 1352860 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$840.06MReported 13F valueQ3 2026 · as filed
762Holdings listed
+4.7%vs prior quartervalue change includes market moves
6Quarters on record
Oct 29Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $598.5M$598.5MQ2 2025728 holdingsQ3 2025: $658.0M$658.0MQ3 2025735 holdingsQ4 2025: $682.1M$682.1MQ4 2025727 holdingsQ1 2026: $695.6M$695.6MQ1 2026724 holdingsQ2 2026: $802.2M$802.2MQ2 2026716 holdingsQ3 2026: $840.1M$840.1MQ3 2026762 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 29 2026 13F-HR · period Q3 2026

$840.06M · 762 holdings listed · View original SEC filing ↗
Aug 06 2026 13F-HR · period Q2 2026

$802.15M · 716 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$695.65M · 724 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR · period Q4 2025

$682.10M · 727 holdings listed · View original SEC filing ↗
Oct 22 2025 13F-HR · period Q3 2025

$658.03M · 735 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$598.52M · 728 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 29, 2026 · Change methodology