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

Financial Engines Advisors L.L.C. held 211,987 IVW 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 211,987 shares
    Change vs previous 13F -8,716 shares

    0.05% of the 13F portfolio, value $29,154,572.

    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 220,703 shares
    Change vs previous 13F -956 shares

    0.05% of the 13F portfolio, value $24,963,716.

    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 221,659 shares
    Change vs previous 13F -9,497 shares

    0.05% of the 13F portfolio, value $27,321,688.

    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 231,156 shares
    Change vs previous 13F -20,057 shares

    0.05% of the 13F portfolio, value $27,905,152.

    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 251,213 shares
    Change vs previous 13F -23,797 shares

    0.06% of the 13F portfolio, value $27,659,000.

    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 275,010 shares
    Change vs previous 13F -29,122 shares

    0.05% of the 13F portfolio, value $25,529,000.

    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 304,132 shares
    Change vs previous 13F -25,782 shares

    0.06% of the 13F portfolio, value $30,878,522.

    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 329,914 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $31,589,309.

    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).