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

Financial Engines Advisors L.L.C. held 335,892 IBTH 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 335,892 shares
    Change vs previous 13F -6,347 shares

    0.01% of the 13F portfolio, value $7,513,894.

    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 342,239 shares
    Change vs previous 13F +2,042 shares

    0.02% of the 13F portfolio, value $7,676,418.

    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 340,197 shares
    Change vs previous 13F +30,716 shares

    0.01% of the 13F portfolio, value $7,644,227.

    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 309,481 shares
    Change vs previous 13F -18,039 shares

    0.01% of the 13F portfolio, value $6,969,512.

    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 327,520 shares
    Change vs previous 13F -47,252 shares

    0.01% of the 13F portfolio, value $7,365,558.

    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 374,772 shares
    Change vs previous 13F +36,302 shares

    0.02% of the 13F portfolio, value $8,402,649.

    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 338,470 shares
    Change vs previous 13F +38,049 shares

    0.02% of the 13F portfolio, value $7,512,920.

    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 300,421 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,800,086.

    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).