Skip to content
Disclosery

Bell Investment Advisors, Inc: QUAL position timeline

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

Bell Investment Advisors, Inc held 72,583 QUAL 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 72,583 shares
    Change vs previous 13F -8,502 shares

    2.34% of the 13F portfolio, value $15,926,933.

    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 81,085 shares
    Change vs previous 13F -1,464 shares

    2.43% of the 13F portfolio, value $15,553,003.

    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 82,549 shares
    Change vs previous 13F +329 shares

    2.59% of the 13F portfolio, value $16,395,816.

    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 82,220 shares
    Change vs previous 13F +1,345 shares

    2.61% of the 13F portfolio, value $15,991,715.

    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 80,875 shares
    Change vs previous 13F +4,132 shares

    2.54% of the 13F portfolio, value $14,785,556.

    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 76,743 shares
    Change vs previous 13F -196 shares

    2.42% of the 13F portfolio, value $13,114,552.

    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 76,939 shares
    Change vs previous 13F -1,074 shares

    2.56% of the 13F portfolio, value $13,701,338.

    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 78,013 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $13,987,804.

    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).