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Bell Investment Advisors, Inc: IDLV position timeline

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

Bell Investment Advisors, Inc held 184,744 IDLV 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 184,744 shares
    Change vs previous 13F -18,157 shares

    0.94% of the 13F portfolio, value $6,372,459.

    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 202,901 shares
    Change vs previous 13F +9,006 shares

    1.09% of the 13F portfolio, value $6,990,685.

    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 193,895 shares
    Change vs previous 13F -9,533 shares

    1.04% of the 13F portfolio, value $6,573,036.

    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 203,428 shares
    Change vs previous 13F +7,054 shares

    1.11% of the 13F portfolio, value $6,814,831.

    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 196,374 shares
    Change vs previous 13F +30,195 shares

    1.12% of the 13F portfolio, value $6,504,903.

    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 166,179 shares
    Change vs previous 13F -1,081 shares

    0.93% of the 13F portfolio, value $5,039,302.

    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 167,260 shares
    Change vs previous 13F +17,676 shares

    0.87% of the 13F portfolio, value $4,654,002.

    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 149,584 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $4,550,351.

    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).