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

Financial Engines Advisors L.L.C. held 95,680 MSFT 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 95,680 shares
    Change vs previous 13F -362 shares

    0.06% of the 13F portfolio, value $35,690,598.

    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 96,042 shares
    Change vs previous 13F +1,608 shares

    0.07% of the 13F portfolio, value $35,551,894.

    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 94,434 shares
    Change vs previous 13F -9,408 shares

    0.09% of the 13F portfolio, value $45,670,321.

    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 103,842 shares
    Change vs previous 13F -2,442 shares

    0.1% of the 13F portfolio, value $53,784,964.

    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 106,284 shares
    Change vs previous 13F -25,302 shares

    0.11% of the 13F portfolio, value $52,866,585.

    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 131,586 shares
    Change vs previous 13F -222 shares

    0.11% of the 13F portfolio, value $49,396,465.

    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 131,808 shares
    Change vs previous 13F +54,868 shares

    0.12% of the 13F portfolio, value $55,557,006.

    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 76,940 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $33,107,311.

    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).