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Bell Investment Advisors, Inc: PRFZ position timeline

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

Bell Investment Advisors, Inc held 32,144 PRFZ 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 32,144 shares
    Change vs previous 13F -1,524 shares

    0.26% of the 13F portfolio, value $1,792,646.

    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 33,668 shares
    Change vs previous 13F -758 shares

    0.24% of the 13F portfolio, value $1,544,331.

    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 34,426 shares
    Change vs previous 13F -27 shares

    0.25% of the 13F portfolio, value $1,579,815.

    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 34,453 shares
    Change vs previous 13F -1,501 shares

    0.26% of the 13F portfolio, value $1,564,847.

    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 35,954 shares
    Change vs previous 13F +28,314 shares

    0.25% of the 13F portfolio, value $1,462,237.

    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 7,640 shares
    Change vs previous 13F +4,211 shares

    0.05% of the 13F portfolio, value $289,249.

    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 3,429 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $142,662.

    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 3,427 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $142,373.

    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).