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

Financial Engines Advisors L.L.C. held 94,176 EFIV 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 94,176 shares
    Change vs previous 13F -4,021 shares

    0.01% of the 13F portfolio, value $6,868,241.

    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 98,197 shares
    Change vs previous 13F +3,723 shares

    0.01% of the 13F portfolio, value $6,194,314.

    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 94,474 shares
    Change vs previous 13F +6,837 shares

    0.01% of the 13F portfolio, value $6,249,455.

    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 87,637 shares
    Change vs previous 13F +839 shares

    0.01% of the 13F portfolio, value $5,572,837.

    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 86,798 shares
    Change vs previous 13F -8,124 shares

    0.01% of the 13F portfolio, value $5,081,647.

    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 94,922 shares
    Change vs previous 13F +2,627 shares

    0.01% of the 13F portfolio, value $5,078,616.

    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 92,295 shares
    Change vs previous 13F -3,567 shares

    0.01% of the 13F portfolio, value $5,212,848.

    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 95,862 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,345,238.

    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).