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Bell Investment Advisors, Inc: WFC position timeline

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

Bell Investment Advisors, Inc held 3,204 WFC 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 3,204 shares
    Change vs previous 13F +446 shares

    0.04% of the 13F portfolio, value $264,779.

    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 2,758 shares
    Change vs previous 13F -56 shares

    0.03% of the 13F portfolio, value $219,565.

    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 2,814 shares
    Change vs previous 13F -1,081 shares

    0.04% of the 13F portfolio, value $262,265.

    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 3,895 shares
    Change vs previous 13F -49 shares

    0.05% of the 13F portfolio, value $326,479.

    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 3,944 shares
    Change vs previous 13F +1,159 shares

    0.05% of the 13F portfolio, value $315,994.

    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 2,785 shares
    Change vs previous 13F -292 shares

    0.04% of the 13F portfolio, value $199,936.

    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 3,077 shares
    Change vs previous 13F -51 shares

    0.04% of the 13F portfolio, value $216,129.

    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 3,128 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $176,701.

    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).