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

Financial Engines Advisors L.L.C. held 397,448 IUSV 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 397,448 shares
    Change vs previous 13F +52,733 shares

    0.08% of the 13F portfolio, value $43,778,897.

    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 344,715 shares
    Change vs previous 13F +55,709 shares

    0.07% of the 13F portfolio, value $35,247,109.

    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 289,006 shares
    Change vs previous 13F +43,903 shares

    0.06% of the 13F portfolio, value $29,634,675.

    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 245,103 shares
    Change vs previous 13F +38,718 shares

    0.05% of the 13F portfolio, value $24,498,045.

    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 206,385 shares
    Change vs previous 13F +58,008 shares

    0.04% of the 13F portfolio, value $19,530,000.

    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 148,377 shares
    Change vs previous 13F +74,659 shares

    0.03% of the 13F portfolio, value $13,693,382.

    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 73,718 shares
    Change vs previous 13F +52,785 shares

    0.01% of the 13F portfolio, value $6,825,544.

    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 20,933 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,998,874.

    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).