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Disclosery

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

Financial Engines Advisors L.L.C. held 105,324 PTY 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 105,324 shares
    Change vs previous 13F -709 shares

    <0.01% of the 13F portfolio, value $1,267,048.

    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 106,033 shares
    Change vs previous 13F +8,622 shares

    <0.01% of the 13F portfolio, value $1,278,758.

    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 97,411 shares
    Change vs previous 13F +11,942 shares

    <0.01% of the 13F portfolio, value $1,256,602.

    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 85,469 shares
    Change vs previous 13F -24 shares

    <0.01% of the 13F portfolio, value $1,234,172.

    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 85,493 shares
    Change vs previous 13F +4,096 shares

    <0.01% of the 13F portfolio, value $1,189,000.

    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 81,397 shares
    Change vs previous 13F -2,285 shares

    <0.01% of the 13F portfolio, value $1,177,000.

    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 83,682 shares
    Change vs previous 13F +244 shares

    <0.01% of the 13F portfolio, value $1,202,510.

    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 83,438 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,210,307.

    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).