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Bell Investment Advisors, Inc: STIP position timeline

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

Bell Investment Advisors, Inc held 19,061 STIP 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 19,061 shares
    Change vs previous 13F -11,036 shares

    0.29% of the 13F portfolio, value $1,947,236.

    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 30,097 shares
    Change vs previous 13F -2,929 shares

    0.49% of the 13F portfolio, value $3,112,950.

    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 33,026 shares
    Change vs previous 13F +10,828 shares

    0.53% of the 13F portfolio, value $3,381,549.

    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 22,198 shares
    Change vs previous 13F +767 shares

    0.37% of the 13F portfolio, value $2,294,378.

    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 21,431 shares
    Change vs previous 13F +63 shares

    0.38% of the 13F portfolio, value $2,205,438.

    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 21,368 shares
    Change vs previous 13F +743 shares

    0.41% of the 13F portfolio, value $2,210,986.

    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 20,625 shares
    Change vs previous 13F +1,238 shares

    0.39% of the 13F portfolio, value $2,074,907.

    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 19,387 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,964,301.

    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).