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Bell Investment Advisors, Inc: PRF position timeline

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

Bell Investment Advisors, Inc held 49,530 PRF 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 49,530 shares
    Change vs previous 13F -73 shares

    0.39% of the 13F portfolio, value $2,676,091.

    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 49,603 shares
    Change vs previous 13F +1,356 shares

    0.37% of the 13F portfolio, value $2,357,637.

    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 48,247 shares
    Change vs previous 13F -1,103 shares

    0.36% of the 13F portfolio, value $2,263,758.

    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 49,350 shares
    Change vs previous 13F -5,364 shares

    0.36% of the 13F portfolio, value $2,231,120.

    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 54,714 shares
    Change vs previous 13F +6,976 shares

    0.4% of the 13F portfolio, value $2,312,775.

    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 47,738 shares
    Change vs previous 13F +120 shares

    0.36% of the 13F portfolio, value $1,929,096.

    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 47,618 shares
    Change vs previous 13F -877 shares

    0.36% of the 13F portfolio, value $1,920,910.

    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 48,495 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,970,371.

    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).