Skip to content
Disclosery

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

Financial Engines Advisors L.L.C. held 380,451 IBTG 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 380,451 shares
    Change vs previous 13F -15,253 shares

    0.02% of the 13F portfolio, value $8,708,513.

    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 395,704 shares
    Change vs previous 13F -882 shares

    0.02% of the 13F portfolio, value $9,067,556.

    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 396,586 shares
    Change vs previous 13F +62,968 shares

    0.02% of the 13F portfolio, value $9,071,897.

    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 333,618 shares
    Change vs previous 13F -7,044 shares

    0.01% of the 13F portfolio, value $7,656,533.

    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 340,662 shares
    Change vs previous 13F -42,118 shares

    0.02% of the 13F portfolio, value $7,811,277.

    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 382,780 shares
    Change vs previous 13F +21,157 shares

    0.02% of the 13F portfolio, value $8,780,644.

    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 361,623 shares
    Change vs previous 13F -3,192 shares

    0.02% of the 13F portfolio, value $8,248,621.

    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 364,815 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,414,519.

    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).