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Disclosery

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

Financial Engines Advisors L.L.C. held 58,450 IBTL 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 58,450 shares
    Change vs previous 13F +1,006 shares

    <0.01% of the 13F portfolio, value $1,180,106.

    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 57,444 shares
    Change vs previous 13F +890 shares

    <0.01% of the 13F portfolio, value $1,171,794.

    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 56,554 shares
    Change vs previous 13F +16,693 shares

    <0.01% of the 13F portfolio, value $1,160,771.

    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 39,861 shares
    Change vs previous 13F +12 shares

    <0.01% of the 13F portfolio, value $819,941.

    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 39,849 shares
    Change vs previous 13F -444 shares

    <0.01% of the 13F portfolio, value $817,000.

    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 40,293 shares
    Change vs previous 13F +13,195 shares

    <0.01% of the 13F portfolio, value $819,000.

    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 27,098 shares
    Change vs previous 13F +9,769 shares

    <0.01% of the 13F portfolio, value $536,540.

    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 17,329 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $360,790.

    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).