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

Financial Engines Advisors L.L.C. held 27,318 IWM 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 27,318 shares
    Change vs previous 13F -450 shares

    0.01% of the 13F portfolio, value $8,207,693.

    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 27,768 shares
    Change vs previous 13F -1,292 shares

    0.01% of the 13F portfolio, value $6,886,464.

    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 29,060 shares
    Change vs previous 13F -1,106 shares

    0.01% of the 13F portfolio, value $7,153,410.

    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 30,166 shares
    Change vs previous 13F -48 shares

    0.01% of the 13F portfolio, value $7,298,965.

    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 30,214 shares
    Change vs previous 13F +1,060 shares

    0.01% of the 13F portfolio, value $6,519,654.

    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 29,154 shares
    Change vs previous 13F -2,101 shares

    0.01% of the 13F portfolio, value $5,816,416.

    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 31,255 shares
    Change vs previous 13F -3,712 shares

    0.01% of the 13F portfolio, value $6,906,001.

    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 34,967 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,723,859.

    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).