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Bell Investment Advisors, Inc: CMF position timeline

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

Bell Investment Advisors, Inc held 35,953 CMF 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 35,953 shares
    Change vs previous 13F +2,190 shares

    0.3% of the 13F portfolio, value $2,072,341.

    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 33,763 shares
    Change vs previous 13F +3,862 shares

    0.3% of the 13F portfolio, value $1,919,778.

    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 29,901 shares
    Change vs previous 13F +5,309 shares

    0.27% of the 13F portfolio, value $1,718,110.

    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 24,592 shares
    Change vs previous 13F +5,817 shares

    0.23% of the 13F portfolio, value $1,402,744.

    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 18,775 shares
    Change vs previous 13F -55,377 shares

    0.18% of the 13F portfolio, value $1,046,527.

    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 74,152 shares
    Change vs previous 13F +9,946 shares

    0.77% of the 13F portfolio, value $4,173,286.

    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 64,206 shares
    Change vs previous 13F +4,853 shares

    0.69% of the 13F portfolio, value $3,677,747.

    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 59,353 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $3,449,019.

    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).