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Bell Investment Advisors, Inc: AOR position timeline

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

Bell Investment Advisors, Inc held 76,120 AOR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,120 shares
    Change vs previous 13F -6,257 shares

    0.78% of the 13F portfolio, value $5,290,364.

    13F-HR 0001890149-26-000003 filed by Bell Investment Advisors, Inc
    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 82,377 shares
    Change vs previous 13F -8,299 shares

    0.83% of the 13F portfolio, value $5,300,944.

    13F-HR 0001890149-26-000002 filed by Bell Investment Advisors, Inc
    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 90,676 shares
    Change vs previous 13F -10,238 shares

    0.93% of the 13F portfolio, value $5,894,858.

    13F-HR 0001890149-26-000001 filed by Bell Investment Advisors, Inc
    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 100,914 shares
    Change vs previous 13F -3,692 shares

    1.06% of the 13F portfolio, value $6,496,812.

    13F-HR 0001890149-25-000009 filed by Bell Investment Advisors, Inc
    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 104,606 shares
    Change vs previous 13F -19,317 shares

    1.11% of the 13F portfolio, value $6,440,567.

    13F-HR 0001890149-25-000005 filed by Bell Investment Advisors, Inc
    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 123,923 shares
    Change vs previous 13F -9,032 shares

    1.32% of the 13F portfolio, value $7,134,231.

    13F-HR 0001890149-25-000004 filed by Bell Investment Advisors, Inc
    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 132,955 shares
    Change vs previous 13F -3,690 shares

    1.42% of the 13F portfolio, value $7,620,984.

    13F-HR 0001890149-25-000001 filed by Bell Investment Advisors, Inc
    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 136,645 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $8,094,839.

    13F-HR 0001890149-24-000004 filed by Bell Investment Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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