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

Financial Engines Advisors L.L.C. held 133,050 FREL 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 133,050 shares
    Change vs previous 13F -1,367 shares

    0.01% of the 13F portfolio, value $3,898,365.

    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 134,417 shares
    Change vs previous 13F +1,655 shares

    0.01% of the 13F portfolio, value $3,617,161.

    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 132,762 shares
    Change vs previous 13F +2,492 shares

    0.01% of the 13F portfolio, value $3,569,970.

    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 130,270 shares
    Change vs previous 13F +8,109 shares

    0.01% of the 13F portfolio, value $3,622,809.

    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 122,161 shares
    Change vs previous 13F -7,647 shares

    0.01% of the 13F portfolio, value $3,303,000.

    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 129,808 shares
    Change vs previous 13F -11,005 shares

    0.01% of the 13F portfolio, value $3,566,000.

    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 140,813 shares
    Change vs previous 13F -7,519 shares

    0.01% of the 13F portfolio, value $3,804,767.

    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 148,332 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,372,828.

    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).