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

Financial Engines Advisors L.L.C. held 199,252 IVV 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 199,252 shares
    Change vs previous 13F -8,070 shares

    0.26% of the 13F portfolio, value $149,217,926.

    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 207,322 shares
    Change vs previous 13F -11,418 shares

    0.27% of the 13F portfolio, value $135,424,913.

    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 218,740 shares
    Change vs previous 13F -4,572 shares

    0.28% of the 13F portfolio, value $149,823,594.

    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 223,312 shares
    Change vs previous 13F -8,501 shares

    0.29% of the 13F portfolio, value $149,462,722.

    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 231,813 shares
    Change vs previous 13F +215,504 shares

    0.29% of the 13F portfolio, value $143,932,762.

    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 16,309 shares
    Change vs previous 13F +711 shares

    0.02% of the 13F portfolio, value $9,164,086.

    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 15,598 shares
    Change vs previous 13F +3,685 shares

    0.02% of the 13F portfolio, value $9,182,052.

    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 11,913 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,871,828.

    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).