Current Market Value 581,564,616
Current Holdings 1879
Most Recent File Date 2025-08-11
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Bell Investment Advisors, Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-11 2025-06-30 13F-HR 1879 581,565
2025-05-16 2025-03-31 13F-HR 1904 541,180
2025-02-07 2024-12-31 13F-HR 1900 535,206
2024-11-13 2024-09-30 13F-HR 1878 545,226
2024-08-08 2024-06-30 13F-HR 1943 509,350
2024-05-08 2024-03-31 13F-HR 1910 511,656
2024-02-14 2023-12-31 13F-HR 1908 487,392
2023-11-08 2023-09-30 13F-HR 1923 446,432
2023-08-09 2023-06-30 13F-HR 1916 450,737
2023-05-10 2023-03-31 13F-HR 1909 427,445
2023-02-09 2022-12-31 13F-HR 1936 401,603
2022-11-09 2022-09-30 13F-HR 1892 321,966
2022-08-12 2022-06-30 13F-HR 1879 325,899
2022-02-14 2021-12-31 13F-HR 1826 364,519
2021-11-12 2021-09-30 13F-HR 1868 337,888