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Disclosery

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

Financial Engines Advisors L.L.C. held 91,420 IUSB 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 91,420 shares
    Change vs previous 13F +867 shares

    0.01% of the 13F portfolio, value $4,219,033.

    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 90,553 shares
    Change vs previous 13F -9,559 shares

    0.01% of the 13F portfolio, value $4,182,643.

    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 100,112 shares
    Change vs previous 13F +8,885 shares

    0.01% of the 13F portfolio, value $4,659,212.

    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 91,227 shares
    Change vs previous 13F +2,057 shares

    0.01% of the 13F portfolio, value $4,261,213.

    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 89,170 shares
    Change vs previous 13F -26,017 shares

    0.01% of the 13F portfolio, value $4,122,000.

    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 115,187 shares
    Change vs previous 13F -117,288 shares

    0.01% of the 13F portfolio, value $5,308,000.

    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 232,475 shares
    Change vs previous 13F +168,526 shares

    0.02% of the 13F portfolio, value $10,507,870.

    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 63,949 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,013,282.

    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).