BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC VFL — Delaware Invts Fla Insd Equity

Ownership history in BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC  ·  13 quarters on record

AI Ownership Summary

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reported Delaware Invts Fla Insd Equity (VFL) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows VFL at 0.06% 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 VFL 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 Delaware Invts Fla Insd Equity, 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
2026 Q2

VFL was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

VFL stock page BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC fund profile BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC full holdings
How BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held VFL — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 48,319 -1,406 -2.8% 0.06% $501K 2026-08-06 $11.31
2026 Q1 REDUCED — — — 49,725 -932 -1.8% 0.07% $495K 2026-05-11 —
2025 Q4 REDUCED — — — 50,657 -353 -0.7% 0.08% $520K 2026-02-09 —
2025 Q3 ADDED — — — 51,010 +4,408 +9.5% 0.08% $523K 2025-10-22 —
2025 Q2 ADDED — — — 46,602 +5,234 +12.7% 0.08% $450K 2025-08-11 —
2025 Q1 ADDED — — — 41,368 +2,635 +6.8% 0.08% $419K 2025-05-05 —
2024 Q4 ADDED — — — 38,733 +10,252 +36.0% 0.07% $392K 2025-02-07 —
2024 Q3 ADDED — — — 28,481 +14,684 +106.4% 0.06% $318K 2024-10-29 —
2024 Q2 ADDED — — — 13,797 +7,193 +108.9% 0.03% $146K 2024-08-05 —
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VFL

As of 2026 Q3 — sorted by position size

BAYBAN 0.0%

FAQ About BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC and VFL

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 VFL?

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reported VFL across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

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

The largest reported portfolio weight for VFL was 0.08% in 2025 Q3.

What is the latest reported VFL position on this page?

The most recent filing on this page is 2026 Q2, when BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reported 48,319 shares, equal to 0.06% of portfolio, with an estimated market value of $501K.

What does the chart on this VFL ownership page compare?

The chart compares BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's quarterly VFL 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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