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

Financial Engines Advisors L.L.C. held 634,091 AVLV 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 634,091 shares
    Change vs previous 13F -14,583 shares

    0.1% of the 13F portfolio, value $57,835,440.

    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 648,674 shares
    Change vs previous 13F +8,900 shares

    0.11% of the 13F portfolio, value $52,289,611.

    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 639,774 shares
    Change vs previous 13F +21,142 shares

    0.09% of the 13F portfolio, value $48,475,676.

    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 618,632 shares
    Change vs previous 13F +7,525 shares

    0.09% of the 13F portfolio, value $44,702,348.

    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 611,107 shares
    Change vs previous 13F +20,045 shares

    0.08% of the 13F portfolio, value $41,684,000.

    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 591,062 shares
    Change vs previous 13F +28,878 shares

    0.08% of the 13F portfolio, value $38,543,000.

    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 562,184 shares
    Change vs previous 13F +21,173 shares

    0.08% of the 13F portfolio, value $37,537,026.

    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 541,011 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $35,614,753.

    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).