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

Financial Engines Advisors L.L.C. held 225,327 IVE 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 225,327 shares
    Change vs previous 13F -2,583 shares

    0.09% of the 13F portfolio, value $51,162,749.

    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 227,910 shares
    Change vs previous 13F -3,490 shares

    0.1% of the 13F portfolio, value $48,123,197.

    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 231,400 shares
    Change vs previous 13F -6,827 shares

    0.09% of the 13F portfolio, value $49,072,998.

    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 238,227 shares
    Change vs previous 13F +666 shares

    0.09% of the 13F portfolio, value $49,196,258.

    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 237,561 shares
    Change vs previous 13F -54,359 shares

    0.09% of the 13F portfolio, value $46,424,000.

    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 291,920 shares
    Change vs previous 13F -17,870 shares

    0.12% of the 13F portfolio, value $55,633,786.

    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 309,790 shares
    Change vs previous 13F +27,908 shares

    0.12% of the 13F portfolio, value $59,132,640.

    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 281,882 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $55,578,729.

    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).