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Disclosery

Bell Bank: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bell Bank on SPY, newest first. How the timeline and the estimate are built.

Bell Bank held 26,270 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,270 shares
    Change vs previous 13F +363 shares

    0.75% of the 13F portfolio, value $19,617,648.

    13F-HR 0001062993-26-003684 filed by Bell Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,907 shares
    Change vs previous 13F -348 shares

    0.71% of the 13F portfolio, value $16,848,358.

    13F-HR 0001062993-26-002112 filed by Bell Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,255 shares
    Change vs previous 13F -271 shares

    0.77% of the 13F portfolio, value $17,903,810.

    13F-HR 0001062993-26-000244 filed by Bell Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,526 shares
    Change vs previous 13F +65 shares

    0.77% of the 13F portfolio, value $17,671,091.

    13F-HR 0001062993-25-016244 filed by Bell Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 26,461 shares
    Change vs previous 13F +1,461 shares

    0.76% of the 13F portfolio, value $16,348,929.

    13F-HR 0001062993-25-012735 filed by Bell Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 25,000 shares
    Change vs previous 13F +277 shares

    0.75% of the 13F portfolio, value $13,984,750.

    13F-HR 0001062993-25-007666 filed by Bell Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 24,723 shares
    Change vs previous 13F -304 shares

    1.08% of the 13F portfolio, value $14,489,656.

    13F-HR 0001062993-25-001486 filed by Bell Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,027 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $14,359,492.

    13F-HR 0001062993-24-018364 filed by Bell Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).