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Bell Investment Advisors, Inc: USMV position timeline

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

Bell Investment Advisors, Inc held 21,245 USMV 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 21,245 shares
    Change vs previous 13F -17,385 shares

    0.3% of the 13F portfolio, value $2,049,326.

    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 38,630 shares
    Change vs previous 13F -394 shares

    0.56% of the 13F portfolio, value $3,582,560.

    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 39,024 shares
    Change vs previous 13F +607 shares

    0.58% of the 13F portfolio, value $3,674,516.

    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 38,417 shares
    Change vs previous 13F -58 shares

    0.6% of the 13F portfolio, value $3,655,040.

    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 38,475 shares
    Change vs previous 13F +85 shares

    0.62% of the 13F portfolio, value $3,611,625.

    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 38,390 shares
    Change vs previous 13F -55 shares

    0.66% of the 13F portfolio, value $3,595,562.

    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 38,445 shares
    Change vs previous 13F -64 shares

    0.64% of the 13F portfolio, value $3,413,533.

    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 38,509 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $3,516,286.

    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).