Skip to content
Disclosery

Bell Investment Advisors, Inc: EFAV position timeline

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

Bell Investment Advisors, Inc held 18,115 EFAV 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 18,115 shares
    Change vs previous 13F +156 shares

    0.23% of the 13F portfolio, value $1,588,890.

    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 17,959 shares
    Change vs previous 13F -72 shares

    0.26% of the 13F portfolio, value $1,640,939.

    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 18,031 shares
    Change vs previous 13F -39 shares

    0.25% of the 13F portfolio, value $1,555,197.

    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 18,070 shares
    Change vs previous 13F +20 shares

    0.25% of the 13F portfolio, value $1,532,892.

    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 18,050 shares
    Change vs previous 13F +188 shares

    0.26% of the 13F portfolio, value $1,517,320.

    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 17,862 shares
    Change vs previous 13F -125 shares

    0.26% of the 13F portfolio, value $1,391,823.

    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 17,987 shares
    Change vs previous 13F -1,155 shares

    0.24% of the 13F portfolio, value $1,271,876.

    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 19,142 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,468,225.

    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).