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Bell Investment Advisors, Inc: FNDA position timeline

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

Bell Investment Advisors, Inc held 442,641 FNDA 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 442,641 shares
    Change vs previous 13F -4,761 shares

    2.47% of the 13F portfolio, value $16,846,931.

    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 447,402 shares
    Change vs previous 13F -187,926 shares

    2.27% of the 13F portfolio, value $14,509,253.

    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 635,328 shares
    Change vs previous 13F -2,246 shares

    3.17% of the 13F portfolio, value $20,019,190.

    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 637,574 shares
    Change vs previous 13F -29,470 shares

    3.25% of the 13F portfolio, value $19,866,795.

    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 667,044 shares
    Change vs previous 13F -58,081 shares

    3.29% of the 13F portfolio, value $19,110,812.

    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 725,125 shares
    Change vs previous 13F -9,039 shares

    3.67% of the 13F portfolio, value $19,861,169.

    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 734,164 shares
    Change vs previous 13F +374,442 shares

    4.07% of the 13F portfolio, value $21,804,661.

    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 359,722 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $21,428,616.

    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).