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
- period ended2026-06-3013F 95,680 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 96,042 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 94,434 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 103,842 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 106,284 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 131,586 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 131,808 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 76,940 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).