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

Financial Engines Advisors L.L.C. held 223,223 IWO 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 223,223 shares
    Change vs previous 13F -14,845 shares

    0.16% of the 13F portfolio, value $87,940,933.

    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 238,068 shares
    Change vs previous 13F -16,125 shares

    0.15% of the 13F portfolio, value $74,708,119.

    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 254,193 shares
    Change vs previous 13F -12,627 shares

    0.16% of the 13F portfolio, value $82,106,881.

    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 266,820 shares
    Change vs previous 13F -19,383 shares

    0.16% of the 13F portfolio, value $85,393,073.

    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 286,203 shares
    Change vs previous 13F +13,468 shares

    0.16% of the 13F portfolio, value $81,814,000.

    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 272,735 shares
    Change vs previous 13F +5,128 shares

    0.15% of the 13F portfolio, value $69,692,106.

    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 267,607 shares
    Change vs previous 13F -23,797 shares

    0.16% of the 13F portfolio, value $77,022,647.

    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 291,404 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $82,758,665.

    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).