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

Financial Engines Advisors L.L.C. held 685,305 DFEM 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 685,305 shares
    Change vs previous 13F +31,493 shares

    0.05% of the 13F portfolio, value $27,850,795.

    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 653,812 shares
    Change vs previous 13F -13,531 shares

    0.05% of the 13F portfolio, value $22,589,205.

    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 667,343 shares
    Change vs previous 13F +9,448 shares

    0.04% of the 13F portfolio, value $22,075,706.

    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 657,895 shares
    Change vs previous 13F +133,798 shares

    0.04% of the 13F portfolio, value $21,098,693.

    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 524,097 shares
    Change vs previous 13F +72,578 shares

    0.03% of the 13F portfolio, value $15,555,000.

    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 451,519 shares
    Change vs previous 13F -3,789 shares

    0.03% of the 13F portfolio, value $11,946,984.

    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 455,308 shares
    Change vs previous 13F +139,930 shares

    0.03% of the 13F portfolio, value $11,924,517.

    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 315,378 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,877,891.

    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).