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Disclosery

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

Financial Engines Advisors L.L.C. held 32,388 IDV 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 32,388 shares
    Change vs previous 13F -337 shares

    <0.01% of the 13F portfolio, value $1,341,835.

    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 32,725 shares
    Change vs previous 13F -7,209 shares

    <0.01% of the 13F portfolio, value $1,392,776.

    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 39,934 shares
    Change vs previous 13F +119 shares

    <0.01% of the 13F portfolio, value $1,575,396.

    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 39,815 shares
    Change vs previous 13F +31 shares

    <0.01% of the 13F portfolio, value $1,455,238.

    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 39,784 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,373,000.

    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 39,784 shares
    Change vs previous 13F -5,712 shares

    <0.01% of the 13F portfolio, value $1,234,000.

    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 45,496 shares
    Change vs previous 13F +2,265 shares

    <0.01% of the 13F portfolio, value $1,245,680.

    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 43,231 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,306,873.

    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).