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Bell Investment Advisors, Inc: SPLV position timeline

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

Bell Investment Advisors, Inc held 167,698 SPLV 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 167,698 shares
    Change vs previous 13F +10,613 shares

    1.84% of the 13F portfolio, value $12,560,589.

    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 157,085 shares
    Change vs previous 13F -5,890 shares

    1.8% of the 13F portfolio, value $11,489,198.

    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 162,975 shares
    Change vs previous 13F -1,047 shares

    1.84% of the 13F portfolio, value $11,639,662.

    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 164,022 shares
    Change vs previous 13F +2,826 shares

    1.97% of the 13F portfolio, value $12,052,331.

    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 161,196 shares
    Change vs previous 13F +9,609 shares

    2.02% of the 13F portfolio, value $11,738,258.

    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 151,587 shares
    Change vs previous 13F -569 shares

    2.09% of the 13F portfolio, value $11,326,548.

    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 152,156 shares
    Change vs previous 13F -1,394 shares

    1.99% of the 13F portfolio, value $10,650,913.

    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 153,550 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $11,014,143.

    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).