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advised by BELL ASSET MANAGEMENT USA INC
New Hampshire, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Oct 9, 2024 | $218M | 3 | $1.0M | 0.0% | yes | BELL AUSTRALIA TRUST |
| Mar 25, 2024 | $218M | 3 | $1.0M | 0.0% | yes | BELL AUSTRALIA TRUST |
| Mar 16, 2023 | $218M | 3 | $1.0M | 0.0% | yes | BELL AUSTRALIA TRUST |
| Mar 24, 2022 | $258M | 3 | $1.0M | 0.0% | yes | BELL AUSTRALIA TRUST |
| Mar 24, 2021 | $225M | 3 | $1.0M | 0.0% | yes | BELL AUSTRALIA TRUST |
| Mar 18, 2020 | $252M | 3 | $1.0M | 0.0% | yes | BELL AUSTRALIA TRUST |
| Jun 3, 2019 | $200M | 3 | $1.0M | 0.0% | yes | BELL AUSTRALIA TRUST |
| Mar 19, 2019 | $200M | 3 | $1.0M | 0.0% | yes | BELL AUSTRALIA TRUST |
| Mar 19, 2018 | $229M | 3 | $1.0M | 0.0% | yes | BELL AUSTRALIA TRUST |
| Mar 29, 2017 | $189M | 3 | $1.0M | 0.0% | yes | BELL AUSTRALIA TRUST |
| Feb 29, 2016 | $185M | 3 | $1.0M | 0.0% | yes | BELL AUSTRALIA TRUST |
| Mar 24, 2015 | $180M | 3 | $1.0M | 0.0% | yes | BELL AUSTRALIA TRUST |
| Mar 17, 2014 | $179M | 3 | $1.0M | 0.0% | yes | BELL AUSTRALIA TRUST |
| Feb 26, 2013 | $176M | 3 | $1.0M | 0.0% | yes | BELL AUSTRALIA TRUST |
| Jul 5, 2012 | $145M | 3 | $1.0M | 0.0% | yes | BELL AUSTRALIA TRUST |
| Mar 22, 2012 | $145M | 3 | $1.0M | 0.0% | yes | BELL AUSTRALIA TRUST |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| STATE STREET BANK AND TRUST COMPANY | STATE STREET BANK AND TRUST COMPANY | Boston | Massachusetts | United States | no | n/a |