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BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC → DSM
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC DSM Position History
BNY Mellon Strategic Municipal Bond Fund, Inc. • Financial Services
Quarters held
8
Latest value
$668K
Q3 2026
Peak value
$810K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $759K |
| Q4 2025 | $810K |
| Q1 2026 | $656K |
| Q1 2026 | $794K |
| Q2 2026 | $662K |
| Q2 2026 | $777K |
| Q3 2026 | $548K |
| Q3 2026 | $668K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $668K | 120.2K | — | — |
| Q3 2026 | $548K | 105.1K | — | — |
| Q2 2026 | $777K | 120.2K | — | — |
| Q2 2026 | $662K | 107.6K | — | — |
| Q1 2026 | $794K | 126.2K | — | — |
| Q1 2026 | $656K | 109.1K | — | — |
| Q4 2025 | $810K | 127.4K | — | — |
| Q4 2025 | $759K | 123.0K | — | — |
Other funds holding DSM
$289.4M
Other BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC positions
SPY
$171.5MSTATE STREET SPDR S&P 500 ETF
SPY
$163.8MSTATE STREET SPDR S&P 500 ETF
SPY
$152.9MSTATE STR SPDR S&P 500 ETF TR TR UNIT
SPY
$141.2MSTATE STREET SPDR S&P 500 ETF
GAM-PB
$53MGENERAL AMERN INVS CO INC COM
GAM-PB
$52.6MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.8MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.6MGENERAL AMERN INVS CO INC COM