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

Financial Engines Advisors L.L.C. held 94,974 DFAE 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 94,974 shares
    Change vs previous 13F -9,955 shares

    0.01% of the 13F portfolio, value $3,818,905.

    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 104,929 shares
    Change vs previous 13F -1,956 shares

    0.01% of the 13F portfolio, value $3,552,896.

    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 106,885 shares
    Change vs previous 13F -867 shares

    0.01% of the 13F portfolio, value $3,481,244.

    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 107,752 shares
    Change vs previous 13F +14,494 shares

    0.01% of the 13F portfolio, value $3,397,421.

    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 93,258 shares
    Change vs previous 13F +41,579 shares

    0.01% of the 13F portfolio, value $2,700,000.

    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 51,679 shares
    Change vs previous 13F -16,032 shares

    <0.01% of the 13F portfolio, value $1,338,172.

    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 67,711 shares
    Change vs previous 13F +33,427 shares

    <0.01% of the 13F portfolio, value $1,717,828.

    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 34,284 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $939,731.

    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).