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

Financial Engines Advisors L.L.C. held 40,598 MUNI 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 40,598 shares
    Change vs previous 13F +1,855 shares

    <0.01% of the 13F portfolio, value $2,135,455.

    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 38,743 shares
    Change vs previous 13F +1,074 shares

    <0.01% of the 13F portfolio, value $2,021,997.

    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 37,669 shares
    Change vs previous 13F -2,963 shares

    <0.01% of the 13F portfolio, value $1,974,232.

    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 40,632 shares
    Change vs previous 13F +2,338 shares

    <0.01% of the 13F portfolio, value $2,124,241.

    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 38,294 shares
    Change vs previous 13F -1,305 shares

    <0.01% of the 13F portfolio, value $1,967,000.

    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 39,599 shares
    Change vs previous 13F -6,091 shares

    <0.01% of the 13F portfolio, value $2,041,000.

    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 45,690 shares
    Change vs previous 13F -6,743 shares

    <0.01% of the 13F portfolio, value $2,363,544.

    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 52,433 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,777,926.

    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).