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

Financial Engines Advisors L.L.C. held 779,547 EFAV 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 779,547 shares
    Change vs previous 13F +11,172 shares

    0.12% of the 13F portfolio, value $68,374,067.

    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 768,375 shares
    Change vs previous 13F -28,827 shares

    0.14% of the 13F portfolio, value $70,206,424.

    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 797,202 shares
    Change vs previous 13F -15,753 shares

    0.13% of the 13F portfolio, value $68,758,673.

    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 812,955 shares
    Change vs previous 13F -24,462 shares

    0.13% of the 13F portfolio, value $68,962,973.

    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 837,417 shares
    Change vs previous 13F -115,650 shares

    0.14% of the 13F portfolio, value $70,393,000.

    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 953,067 shares
    Change vs previous 13F -12,318 shares

    0.16% of the 13F portfolio, value $74,263,000.

    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 965,385 shares
    Change vs previous 13F +7,088 shares

    0.14% of the 13F portfolio, value $68,262,373.

    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 958,297 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $73,501,345.

    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).