Skip to content
Disclosery

Bell Investment Advisors, Inc: CPA position timeline

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

Bell Investment Advisors, Inc held 409 CPA 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 409 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $63,629.

    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 409 shares
    Change vs previous 13F -35 shares

    0.01% of the 13F portfolio, value $46,467.

    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 444 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $53,551.

    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 449 shares
    Change vs previous 13F -465 shares

    0.01% of the 13F portfolio, value $53,351.

    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 914 shares
    Change vs previous 13F +73 shares

    0.02% of the 13F portfolio, value $100,513.

    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 841 shares
    Change vs previous 13F +138 shares

    0.01% of the 13F portfolio, value $77,759.

    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 703 shares
    Change vs previous 13F +77 shares

    0.01% of the 13F portfolio, value $61,780.

    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 626 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $58,744.

    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).