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

Financial Engines Advisors L.L.C. held 997,018 IBIT 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 997,018 shares
    Change vs previous 13F +19,419 shares

    0.06% of the 13F portfolio, value $33,190,713.

    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 977,599 shares
    Change vs previous 13F +191,433 shares

    0.08% of the 13F portfolio, value $37,559,364.

    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 786,166 shares
    Change vs previous 13F +176,763 shares

    0.07% of the 13F portfolio, value $39,033,128.

    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 609,403 shares
    Change vs previous 13F +79,515 shares

    0.08% of the 13F portfolio, value $39,611,195.

    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 529,888 shares
    Change vs previous 13F +122,578 shares

    0.06% of the 13F portfolio, value $32,433,978.

    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 407,310 shares
    Change vs previous 13F +87,752 shares

    0.04% of the 13F portfolio, value $19,066,574.

    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 319,558 shares
    Change vs previous 13F +67,660 shares

    0.04% of the 13F portfolio, value $16,952,552.

    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 251,898 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,101,075.

    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).