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

Financial Engines Advisors L.L.C. held 275,200 MBB 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 275,200 shares
    Change vs previous 13F +53,928 shares

    0.05% of the 13F portfolio, value $26,011,904.

    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 221,272 shares
    Change vs previous 13F +25,013 shares

    0.04% of the 13F portfolio, value $21,009,776.

    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 196,259 shares
    Change vs previous 13F +36,957 shares

    0.04% of the 13F portfolio, value $18,687,782.

    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 159,302 shares
    Change vs previous 13F +38,720 shares

    0.03% of the 13F portfolio, value $15,157,585.

    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 120,582 shares
    Change vs previous 13F +38,490 shares

    0.02% of the 13F portfolio, value $11,321,000.

    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 82,092 shares
    Change vs previous 13F +46,463 shares

    0.02% of the 13F portfolio, value $7,699,000.

    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 35,629 shares
    Change vs previous 13F +29,694 shares

    0.01% of the 13F portfolio, value $3,266,467.

    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 5,935 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $568,662.

    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).