Skip to content
Disclosery

Bell Investment Advisors, Inc: FNDF position timeline

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

Bell Investment Advisors, Inc held 656,318 FNDF 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 656,318 shares
    Change vs previous 13F +11,959 shares

    5.09% of the 13F portfolio, value $34,627,337.

    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 644,359 shares
    Change vs previous 13F -40,996 shares

    4.93% of the 13F portfolio, value $31,528,484.

    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 685,355 shares
    Change vs previous 13F +11,660 shares

    4.9% of the 13F portfolio, value $30,984,905.

    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 673,695 shares
    Change vs previous 13F -11,791 shares

    4.73% of the 13F portfolio, value $28,941,959.

    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 685,486 shares
    Change vs previous 13F +19,251 shares

    4.72% of the 13F portfolio, value $27,433,132.

    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 666,235 shares
    Change vs previous 13F -4,944 shares

    4.45% of the 13F portfolio, value $24,077,745.

    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 671,179 shares
    Change vs previous 13F +32,492 shares

    4.16% of the 13F portfolio, value $22,289,850.

    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 638,687 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $23,867,717.

    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).