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Bell Investment Advisors, Inc: VMBS position timeline

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

Bell Investment Advisors, Inc held 1,069,422 VMBS 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 1,069,422 shares
    Change vs previous 13F +17,209 shares

    7.35% of the 13F portfolio, value $50,059,652.

    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 1,052,213 shares
    Change vs previous 13F +13,214 shares

    7.73% of the 13F portfolio, value $49,401,391.

    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 1,038,999 shares
    Change vs previous 13F +37,592 shares

    7.74% of the 13F portfolio, value $48,916,050.

    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 1,001,407 shares
    Change vs previous 13F +46,752 shares

    7.68% of the 13F portfolio, value $47,026,063.

    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 954,655 shares
    Change vs previous 13F +41,297 shares

    7.61% of the 13F portfolio, value $44,238,709.

    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 913,358 shares
    Change vs previous 13F +26,110 shares

    7.82% of the 13F portfolio, value $42,297,603.

    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 887,248 shares
    Change vs previous 13F +9,153 shares

    7.52% of the 13F portfolio, value $40,227,832.

    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 878,095 shares
    Change vs previous 13F not available

    7.6% of the 13F portfolio, value $41,454,865.

    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).