Bell & Brown Wealth Advisors, LLC: CE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bell & Brown Wealth Advisors, LLC on CE, newest first. How the timeline and the estimate are built.
Bell & Brown Wealth Advisors, LLC held 44,737 CE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 44,737 sharesChange vs previous 13F +4,945 shares
0.62% of the 13F portfolio, value $2,057,902.
13F-HR 0001725362-26-000008 filed by Bell & Brown Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 39,792 sharesChange vs previous 13F +8,700 shares
0.85% of the 13F portfolio, value $2,617,120.
13F-HR 0001725362-26-000004 filed by Bell & Brown Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 31,092 sharesChange vs previous 13F +2,831 shares
0.42% of the 13F portfolio, value $1,314,570.
13F-HR/A 0001725362-26-000006 filed by Bell & Brown Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,261 sharesChange vs previous 13F +1,094 shares
0.39% of the 13F portfolio, value $1,189,223.
13F-HR 0001172661-25-004625 filed by Bell & Brown Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 27,167 sharesChange vs previous 13F +10,515 shares
0.54% of the 13F portfolio, value $1,503,150.
13F-HR 0001172661-25-002772 filed by Bell & Brown Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,652 sharesChange vs previous 13F +10,050 shares
0.37% of the 13F portfolio, value $945,334.
13F-HR 0001172661-25-001589 filed by Bell & Brown Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,602 sharesChange vs previous 13F -2,435 shares
0.17% of the 13F portfolio, value $456,924.
13F-HR 0001172661-25-001590 filed by Bell & Brown Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,037 sharesChange vs previous 13F not available
0.48% of the 13F portfolio, value $1,228,671.
13F-HR 0001172661-24-004872 filed by Bell & Brown Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).