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Bell Investment Advisors, Inc: WB position timeline

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

Bell Investment Advisors, Inc held 453 WB 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 453 shares
    Change vs previous 13F -96 shares

    <0.01% of the 13F portfolio, value $3,289.

    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 549 shares
    Change vs previous 13F -84 shares

    <0.01% of the 13F portfolio, value $4,804.

    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 633 shares
    Change vs previous 13F +590 shares

    <0.01% of the 13F portfolio, value $6,470.

    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 43 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $534.

    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).