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

Financial Engines Advisors L.L.C. held 1,211,224 DFAX 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 1,211,224 shares
    Change vs previous 13F -10,190 shares

    0.08% of the 13F portfolio, value $44,621,482.

    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 1,221,414 shares
    Change vs previous 13F -70,663 shares

    0.08% of the 13F portfolio, value $41,491,428.

    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 1,292,077 shares
    Change vs previous 13F -84,830 shares

    0.08% of the 13F portfolio, value $42,289,694.

    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 1,376,907 shares
    Change vs previous 13F +38,654 shares

    0.08% of the 13F portfolio, value $43,207,342.

    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 1,338,253 shares
    Change vs previous 13F -494,163 shares

    0.08% of the 13F portfolio, value $39,304,866.

    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 1,832,416 shares
    Change vs previous 13F -26,874 shares

    0.1% of the 13F portfolio, value $48,009,087.

    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 1,859,290 shares
    Change vs previous 13F +549,143 shares

    0.1% of the 13F portfolio, value $46,221,959.

    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 1,310,147 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $35,387,077.

    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).