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Disclosery

Financial Engines Advisors L.L.C.: AVDV 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 AVDV, newest first. How the timeline and the estimate are built.

Financial Engines Advisors L.L.C. held 12,772 AVDV 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 12,772 shares
    Change vs previous 13F +130 shares

    <0.01% of the 13F portfolio, value $1,316,155.

    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 12,642 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $1,262,430.

    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 12,635 shares
    Change vs previous 13F -204 shares

    <0.01% of the 13F portfolio, value $1,187,311.

    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 12,839 shares
    Change vs previous 13F -774 shares

    <0.01% of the 13F portfolio, value $1,143,056.

    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 13,613 shares
    Change vs previous 13F -9,978 shares

    <0.01% of the 13F portfolio, value $1,079,000.

    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 23,591 shares
    Change vs previous 13F -7,396 shares

    <0.01% of the 13F portfolio, value $1,644,985.

    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 30,987 shares
    Change vs previous 13F +12,398 shares

    <0.01% of the 13F portfolio, value $2,016,626.

    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 18,589 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,313,691.

    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).