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Bell Investment Advisors, Inc: SWX position timeline

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

Bell Investment Advisors, Inc held 313 SWX 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 313 shares
    Change vs previous 13F +26 shares

    <0.01% of the 13F portfolio, value $27,757.

    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 287 shares
    Change vs previous 13F +47 shares

    <0.01% of the 13F portfolio, value $24,941.

    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 240 shares
    Change vs previous 13F -49 shares

    <0.01% of the 13F portfolio, value $19,205.

    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 289 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $22,641.

    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 289 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $21,499.

    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 255 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $18,309.

    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 247 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $17,466.

    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 253 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $18,662.

    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).