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

Financial Engines Advisors L.L.C. held 178,850 IBTJ 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 178,850 shares
    Change vs previous 13F -5,882 shares

    0.01% of the 13F portfolio, value $3,872,097.

    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 184,732 shares
    Change vs previous 13F +14,962 shares

    0.01% of the 13F portfolio, value $4,035,100.

    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 169,770 shares
    Change vs previous 13F +63,067 shares

    0.01% of the 13F portfolio, value $3,725,611.

    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 106,703 shares
    Change vs previous 13F +9,975 shares

    <0.01% of the 13F portfolio, value $2,342,664.

    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 96,728 shares
    Change vs previous 13F +6,150 shares

    <0.01% of the 13F portfolio, value $2,120,000.

    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 90,578 shares
    Change vs previous 13F +12,368 shares

    <0.01% of the 13F portfolio, value $1,972,000.

    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 78,210 shares
    Change vs previous 13F +31,932 shares

    <0.01% of the 13F portfolio, value $1,667,930.

    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 46,278 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,022,975.

    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).