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

Financial Engines Advisors L.L.C. held 28,636 EFV 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 28,636 shares
    Change vs previous 13F +416 shares

    <0.01% of the 13F portfolio, value $2,192,086.

    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 28,220 shares
    Change vs previous 13F +415 shares

    <0.01% of the 13F portfolio, value $2,098,157.

    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 27,805 shares
    Change vs previous 13F -5,508 shares

    <0.01% of the 13F portfolio, value $1,985,555.

    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 33,313 shares
    Change vs previous 13F +735 shares

    <0.01% of the 13F portfolio, value $2,259,621.

    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 32,578 shares
    Change vs previous 13F -28,327 shares

    <0.01% of the 13F portfolio, value $2,068,000.

    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 60,905 shares
    Change vs previous 13F -1,634 shares

    0.01% of the 13F portfolio, value $3,589,227.

    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 62,539 shares
    Change vs previous 13F +17,832 shares

    0.01% of the 13F portfolio, value $3,281,428.

    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 44,707 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,572,005.

    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).