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Disclosery

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

Financial Engines Advisors L.L.C. held 17,167 SDY 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 17,167 shares
    Change vs previous 13F -608 shares

    <0.01% of the 13F portfolio, value $2,612,474.

    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 17,775 shares
    Change vs previous 13F +843 shares

    0.01% of the 13F portfolio, value $2,594,084.

    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 16,932 shares
    Change vs previous 13F +134 shares

    <0.01% of the 13F portfolio, value $2,356,257.

    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 16,798 shares
    Change vs previous 13F -69 shares

    <0.01% of the 13F portfolio, value $2,352,560.

    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 16,867 shares
    Change vs previous 13F +11,477 shares

    <0.01% of the 13F portfolio, value $2,289,000.

    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 5,390 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $731,000.

    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 5,410 shares
    Change vs previous 13F +41 shares

    <0.01% of the 13F portfolio, value $714,661.

    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 5,369 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $762,550.

    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).