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

Financial Engines Advisors L.L.C. held 152,208 DFIV 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 152,208 shares
    Change vs previous 13F +6,032 shares

    0.01% of the 13F portfolio, value $8,222,276.

    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 146,176 shares
    Change vs previous 13F -4,257 shares

    0.02% of the 13F portfolio, value $7,715,169.

    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 150,433 shares
    Change vs previous 13F +2,112 shares

    0.01% of the 13F portfolio, value $7,506,607.

    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 148,321 shares
    Change vs previous 13F +87,100 shares

    0.01% of the 13F portfolio, value $6,840,565.

    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 61,221 shares
    Change vs previous 13F -51,222 shares

    0.01% of the 13F portfolio, value $2,622,000.

    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 112,443 shares
    Change vs previous 13F -26,236 shares

    0.01% of the 13F portfolio, value $4,425,342.

    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 138,679 shares
    Change vs previous 13F +66,797 shares

    0.01% of the 13F portfolio, value $4,920,337.

    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 71,882 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,737,266.

    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).