Position in WHR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$473
-$704 QoQ
Shares Held
12
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#425
of 455 holders
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Bell Investment Advisors, Inc holds $15,300 across 6 Furnishings, Fixtures & Appliances names. WHR ranks #6 (3.1% of the industry book) .
All Filings in WHR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473 | 12 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $1,177 | 11 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,124 | 11 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,315 | 11 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,313 | 19 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,609 | 27 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,612 | 31 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,092 | 31 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,819 | 27 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,156 | 16 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,238 | 8 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $4,223 | 18 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,669 | 18 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||