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Financial Engines Advisors L.L.C.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Engines Advisors L.L.C. on AGG, newest first. How the timeline and the estimate are built.

Financial Engines Advisors L.L.C. held 366,468 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 366,468 shares
    Change vs previous 13F +9,499 shares

    0.06% of the 13F portfolio, value $36,273,003.

    13F-HR 0001214659-26-010131 filed by Financial Engines Advisors L.L.C.
    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 356,969 shares
    Change vs previous 13F -10,993 shares

    0.07% of the 13F portfolio, value $35,436,313.

    13F-HR 0001214659-26-006143 filed by Financial Engines Advisors L.L.C.
    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 367,962 shares
    Change vs previous 13F -93,486 shares

    0.07% of the 13F portfolio, value $36,752,045.

    13F-HR 0001214659-26-001606 filed by Financial Engines Advisors L.L.C.
    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 461,448 shares
    Change vs previous 13F +91,007 shares

    0.09% of the 13F portfolio, value $46,260,162.

    13F-HR 0001214659-25-016774 filed by Financial Engines Advisors L.L.C.
    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 370,441 shares
    Change vs previous 13F +203,205 shares

    0.07% of the 13F portfolio, value $36,748,000.

    13F-HR 0001214659-25-012011 filed by Financial Engines Advisors L.L.C.
    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 167,236 shares
    Change vs previous 13F -15,934 shares

    0.04% of the 13F portfolio, value $16,542,627.

    13F-HR 0001214659-25-007384 filed by Financial Engines Advisors L.L.C.
    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 183,170 shares
    Change vs previous 13F -3,640 shares

    0.04% of the 13F portfolio, value $17,749,173.

    13F-HR 0001214659-25-002426 filed by Financial Engines Advisors L.L.C.
    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 186,810 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $18,918,287.

    13F-HR 0001214659-24-018676 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).