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

Financial Engines Advisors L.L.C. held 54,360 IBMO 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 54,360 shares
    Change vs previous 13F -162 shares

    <0.01% of the 13F portfolio, value $1,393,796.

    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 54,522 shares
    Change vs previous 13F -4,693 shares

    <0.01% of the 13F portfolio, value $1,397,399.

    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 59,215 shares
    Change vs previous 13F +363 shares

    <0.01% of the 13F portfolio, value $1,518,095.

    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 58,852 shares
    Change vs previous 13F +14,620 shares

    <0.01% of the 13F portfolio, value $1,510,142.

    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 44,232 shares
    Change vs previous 13F +11,624 shares

    <0.01% of the 13F portfolio, value $1,133,000.

    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 32,608 shares
    Change vs previous 13F -11,686 shares

    <0.01% of the 13F portfolio, value $833,000.

    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 44,294 shares
    Change vs previous 13F +1,912 shares

    <0.01% of the 13F portfolio, value $1,127,725.

    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 42,382 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,087,310.

    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).