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Bell Investment Advisors, Inc: FNDX position timeline

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

Bell Investment Advisors, Inc held 2,202,691 FNDX 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 2,202,691 shares
    Change vs previous 13F +24,136 shares

    10.06% of the 13F portfolio, value $68,503,682.

    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 2,178,555 shares
    Change vs previous 13F +165,072 shares

    9.49% of the 13F portfolio, value $60,672,748.

    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 2,013,483 shares
    Change vs previous 13F -49,517 shares

    8.66% of the 13F portfolio, value $54,786,865.

    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 2,063,000 shares
    Change vs previous 13F -67,599 shares

    8.87% of the 13F portfolio, value $54,256,912.

    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 2,130,599 shares
    Change vs previous 13F -10,467 shares

    8.99% of the 13F portfolio, value $52,284,904.

    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 2,141,066 shares
    Change vs previous 13F +56,640 shares

    9.34% of the 13F portfolio, value $50,550,580.

    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 2,084,426 shares
    Change vs previous 13F +1,399,210 shares

    9.22% of the 13F portfolio, value $49,359,206.

    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 685,216 shares
    Change vs previous 13F not available

    9.02% of the 13F portfolio, value $49,171,119.

    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).