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Bell Investment Advisors, Inc: ESGV position timeline

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

Bell Investment Advisors, Inc held 19,609 ESGV 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 19,609 shares
    Change vs previous 13F +85 shares

    0.38% of the 13F portfolio, value $2,593,030.

    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 19,524 shares
    Change vs previous 13F +1,550 shares

    0.34% of the 13F portfolio, value $2,191,952.

    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 17,974 shares
    Change vs previous 13F -54 shares

    0.34% of the 13F portfolio, value $2,174,105.

    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 18,028 shares
    Change vs previous 13F -869 shares

    0.35% of the 13F portfolio, value $2,135,179.

    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 18,897 shares
    Change vs previous 13F -1,038 shares

    0.36% of the 13F portfolio, value $2,071,900.

    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 19,935 shares
    Change vs previous 13F -706 shares

    0.36% of the 13F portfolio, value $1,952,589.

    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 20,641 shares
    Change vs previous 13F -645 shares

    0.4% of the 13F portfolio, value $2,165,067.

    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 21,286 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,163,694.

    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).