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Bell Investment Advisors, Inc: IVLU position timeline

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

Bell Investment Advisors, Inc held 68,994 IVLU 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 68,994 shares
    Change vs previous 13F -20,540 shares

    0.42% of the 13F portfolio, value $2,885,337.

    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 89,534 shares
    Change vs previous 13F -2,161 shares

    0.56% of the 13F portfolio, value $3,552,707.

    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 91,695 shares
    Change vs previous 13F +22,468 shares

    0.55% of the 13F portfolio, value $3,488,998.

    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 69,227 shares
    Change vs previous 13F +5,593 shares

    0.4% of the 13F portfolio, value $2,456,192.

    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 63,634 shares
    Change vs previous 13F +12,754 shares

    0.36% of the 13F portfolio, value $2,092,939.

    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 50,880 shares
    Change vs previous 13F -2,094 shares

    0.28% of the 13F portfolio, value $1,542,180.

    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 52,974 shares
    Change vs previous 13F -1,136 shares

    0.27% of the 13F portfolio, value $1,436,118.

    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 54,110 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,597,879.

    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).