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Disclosery

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

Financial Engines Advisors L.L.C. held 31,490 OTTR 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 31,490 shares
    Change vs previous 13F -434 shares

    0.01% of the 13F portfolio, value $2,833,452.

    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 31,924 shares
    Change vs previous 13F +1,334 shares

    0.01% of the 13F portfolio, value $2,802,002.

    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 30,590 shares
    Change vs previous 13F +600 shares

    <0.01% of the 13F portfolio, value $2,471,976.

    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 29,990 shares
    Change vs previous 13F +1,232 shares

    <0.01% of the 13F portfolio, value $2,458,280.

    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 28,758 shares
    Change vs previous 13F +5,877 shares

    <0.01% of the 13F portfolio, value $2,216,906.

    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 22,881 shares
    Change vs previous 13F +254 shares

    <0.01% of the 13F portfolio, value $1,838,775.

    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 22,627 shares
    Change vs previous 13F -575 shares

    <0.01% of the 13F portfolio, value $1,670,805.

    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 23,202 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,813,462.

    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).