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Disclosery

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

Financial Engines Advisors L.L.C. held 37,624 IWR 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 37,624 shares
    Change vs previous 13F -403 shares

    0.01% of the 13F portfolio, value $4,150,658.

    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 38,027 shares
    Change vs previous 13F -1,206 shares

    0.01% of the 13F portfolio, value $3,697,339.

    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 39,233 shares
    Change vs previous 13F +1,679 shares

    0.01% of the 13F portfolio, value $3,776,980.

    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 37,554 shares
    Change vs previous 13F +227 shares

    0.01% of the 13F portfolio, value $3,625,839.

    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 37,327 shares
    Change vs previous 13F -2,266 shares

    0.01% of the 13F portfolio, value $3,432,911.

    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 39,593 shares
    Change vs previous 13F -5,494 shares

    0.01% of the 13F portfolio, value $3,368,639.

    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 45,087 shares
    Change vs previous 13F -6,444 shares

    0.01% of the 13F portfolio, value $3,985,691.

    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 51,531 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,541,986.

    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).