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Bell Investment Advisors, Inc: TLT position timeline

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

Bell Investment Advisors, Inc held 469,199 TLT 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 469,199 shares
    Change vs previous 13F +43,030 shares

    5.96% of the 13F portfolio, value $40,548,204.

    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 426,169 shares
    Change vs previous 13F -4,382 shares

    5.78% of the 13F portfolio, value $36,944,610.

    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 430,551 shares
    Change vs previous 13F +15,412 shares

    5.93% of the 13F portfolio, value $37,526,828.

    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 415,139 shares
    Change vs previous 13F +28,249 shares

    6.06% of the 13F portfolio, value $37,100,957.

    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 386,890 shares
    Change vs previous 13F +21,082 shares

    5.87% of the 13F portfolio, value $34,143,002.

    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 365,808 shares
    Change vs previous 13F +10,798 shares

    6.15% of the 13F portfolio, value $33,299,465.

    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 355,010 shares
    Change vs previous 13F +25,720 shares

    5.79% of the 13F portfolio, value $31,002,984.

    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 329,290 shares
    Change vs previous 13F not available

    5.92% of the 13F portfolio, value $32,303,389.

    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).