BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC GYRO GYRODYNE LLC COM

Ownership history in BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC  ·  20 quarters on record

AI Ownership Summary

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reported GYRODYNE LLC COM (GYRO) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows GYRO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GYRO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's position in GYRODYNE LLC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GYRO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held GYRO — position size vs. price
% of Fund (quarterly)    GYRO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 626 0% 0.00% $6K 2026-02-14 (Est.) $8.87
2025 Q3 UNCHANGED 626 0% 0.00% $6K 2025-10-22 $10.05
2025 Q2 UNCHANGED 626 0% 0.00% $5K 2025-08-11 $10.15
2025 Q1 UNCHANGED 626 0% 0.00% $5K 2025-05-05 $7.93
2024 Q4 UNCHANGED 626 0% 0.00% $6K 2025-02-07 $9.29
2024 Q3 UNCHANGED 626 0% 0.00% $5K 2024-10-29 $10.41
2024 Q2 UNCHANGED 626 0% 0.00% $5K 2024-08-05 $8.00
2024 Q1 UNCHANGED 626 0% 0.00% $5K 2024-04-24 $7.99
2023 Q4 UNCHANGED 626 0% 0.00% $6K 2024-01-25 $9.99
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC and GYRO

These are the practical questions this page is built to answer before you even open the full history table.

How long has BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reported owning GYRO?

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reported GYRO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GYRO position in BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for GYRO was 0.00% in 2023 Q4.

What is the latest reported GYRO position on this page?

The most recent filing on this page is 2025 Q4, when BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reported 626 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this GYRO ownership page compare?

The chart compares BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's quarterly GYRO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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