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

Financial Engines Advisors L.L.C. held 7,898,903 IWD 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 7,898,903 shares
    Change vs previous 13F -120,321 shares

    3.4% of the 13F portfolio, value $1,914,930,975.

    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 8,019,224 shares
    Change vs previous 13F -398,730 shares

    3.48% of the 13F portfolio, value $1,713,467,680.

    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 8,417,954 shares
    Change vs previous 13F -160,333 shares

    3.35% of the 13F portfolio, value $1,770,632,461.

    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 8,578,287 shares
    Change vs previous 13F -179,784 shares

    3.33% of the 13F portfolio, value $1,746,453,450.

    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 8,758,071 shares
    Change vs previous 13F -1,014 shares

    3.4% of the 13F portfolio, value $1,701,079,881.

    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 8,759,085 shares
    Change vs previous 13F -253,994 shares

    3.54% of the 13F portfolio, value $1,648,109,664.

    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 9,013,079 shares
    Change vs previous 13F -325,686 shares

    3.51% of the 13F portfolio, value $1,668,591,223.

    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 9,338,765 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $1,772,497,579.

    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).