Skip to content
Disclosery

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

Financial Engines Advisors L.L.C. held 3,934 CRM 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 3,934 shares
    Change vs previous 13F -367 shares

    <0.01% of the 13F portfolio, value $616,300.

    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 4,301 shares
    Change vs previous 13F -899 shares

    <0.01% of the 13F portfolio, value $802,868.

    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 5,200 shares
    Change vs previous 13F +149 shares

    <0.01% of the 13F portfolio, value $1,377,532.

    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 5,051 shares
    Change vs previous 13F -216 shares

    <0.01% of the 13F portfolio, value $1,197,087.

    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 5,267 shares
    Change vs previous 13F +419 shares

    <0.01% of the 13F portfolio, value $1,436,000.

    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 4,848 shares
    Change vs previous 13F -408 shares

    <0.01% of the 13F portfolio, value $1,301,039.

    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 5,256 shares
    Change vs previous 13F +3,351 shares

    <0.01% of the 13F portfolio, value $1,757,238.

    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 1,905 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $521,979.

    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).