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

Financial Engines Advisors L.L.C. held 237,928 BSV 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 237,928 shares
    Change vs previous 13F +19,515 shares

    0.03% of the 13F portfolio, value $18,536,970.

    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 218,413 shares
    Change vs previous 13F -4,706 shares

    0.03% of the 13F portfolio, value $17,125,763.

    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 223,119 shares
    Change vs previous 13F +13,964 shares

    0.03% of the 13F portfolio, value $17,584,008.

    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 209,155 shares
    Change vs previous 13F +16,462 shares

    0.03% of the 13F portfolio, value $16,504,421.

    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 192,693 shares
    Change vs previous 13F -68,947 shares

    0.03% of the 13F portfolio, value $15,165,000.

    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 261,640 shares
    Change vs previous 13F -6,125 shares

    0.04% of the 13F portfolio, value $20,481,632.

    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 267,765 shares
    Change vs previous 13F +118,518 shares

    0.04% of the 13F portfolio, value $20,690,225.

    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 149,247 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $11,744,260.

    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).