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Bell Investment Advisors, Inc: SPMB position timeline

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

Bell Investment Advisors, Inc held 40,035 SPMB 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 40,035 shares
    Change vs previous 13F -283 shares

    0.13% of the 13F portfolio, value $893,173.

    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 40,318 shares
    Change vs previous 13F -2,579 shares

    0.14% of the 13F portfolio, value $902,714.

    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 42,897 shares
    Change vs previous 13F -1,020 shares

    0.15% of the 13F portfolio, value $961,540.

    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 43,917 shares
    Change vs previous 13F -2,636 shares

    0.16% of the 13F portfolio, value $985,506.

    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 46,553 shares
    Change vs previous 13F -1,804 shares

    0.18% of the 13F portfolio, value $1,028,827.

    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 48,357 shares
    Change vs previous 13F -3,302 shares

    0.2% of the 13F portfolio, value $1,066,278.

    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 51,659 shares
    Change vs previous 13F -940 shares

    0.21% of the 13F portfolio, value $1,113,249.

    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 52,599 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,185,057.

    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).