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Bell Investment Advisors, Inc: UMC position timeline

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

Bell Investment Advisors, Inc held 1,859 UMC 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 1,859 shares
    Change vs previous 13F +37 shares

    0.01% of the 13F portfolio, value $50,584.

    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 1,822 shares
    Change vs previous 13F +204 shares

    <0.01% of the 13F portfolio, value $16,362.

    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 1,618 shares
    Change vs previous 13F -180 shares

    <0.01% of the 13F portfolio, value $12,718.

    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 1,798 shares
    Change vs previous 13F +622 shares

    <0.01% of the 13F portfolio, value $13,629.

    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 1,176 shares
    Change vs previous 13F +493 shares

    <0.01% of the 13F portfolio, value $8,997.

    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 683 shares
    Change vs previous 13F -242 shares

    <0.01% of the 13F portfolio, value $4,884.

    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 925 shares
    Change vs previous 13F +167 shares

    <0.01% of the 13F portfolio, value $6,004.

    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 758 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,383.

    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).