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BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC → JOF
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC JOF Position History
Japan Smaller Capitalization Fund, Inc.
Quarters held
3
Latest value
$1.2M
Q3 2026
Peak value
$1.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $943K |
| Q1 2026 | $982K |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 98.9K | — | — |
| Q1 2026 | $982K | 90.1K | — | — |
| Q4 2025 | $943K | 85.1K | — | — |
Other funds holding JOF
Other BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC positions
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SPY
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SPY
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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