Blue-Bell-Private-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  null,
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  "ALAB",
  "ARQT",
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  null,
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  "GE",
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  "PEO",
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  "MYD",
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  "MGK",
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  null,
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  "SEE",
  null,
  null,
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  null,
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  null,
  "ADP",
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  "URI",
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  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 724
Total Value: 527970334
Accession Number: 0001352860-25-000003
Form Type: 13F-HR
CIK: blue-bell-private-wealth-management
Manager Name: Blue-Bell-Private-Wealth-Management

Data Enrichment

64% identified

465 identified259 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

724 positions • $528.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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92189F692

Shares:78

Value:$7.1K

% of Portfolio:0.0% ($7.1K/$528.0M)

CRISPR Therapeutics AG

CRSP|H17182108

Shares:207

Value:$7.0K

% of Portfolio:0.0% ($7.0K/$528.0M)

69374H857

Shares:187

Value:$7.0K

% of Portfolio:0.0% ($7.0K/$528.0M)

WeRide Inc.

WRD|950915108

Shares:516

Value:$7.0K

% of Portfolio:0.0% ($7.0K/$528.0M)

MCCORMICK & CO INC

MKC|579780206

Shares:85

Value:$7.0K

% of Portfolio:0.0% ($7.0K/$528.0M)

032108599

Shares:140

Value:$6.8K