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

Financial Engines Advisors L.L.C. held 677,616 SHM 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 677,616 shares
    Change vs previous 13F +9,295 shares

    0.06% of the 13F portfolio, value $32,501,842.

    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 668,321 shares
    Change vs previous 13F +3,359 shares

    0.06% of the 13F portfolio, value $31,965,789.

    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 664,962 shares
    Change vs previous 13F -8,395 shares

    0.06% of the 13F portfolio, value $31,911,531.

    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 673,357 shares
    Change vs previous 13F +13,047 shares

    0.06% of the 13F portfolio, value $32,469,275.

    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 660,310 shares
    Change vs previous 13F -1,824 shares

    0.06% of the 13F portfolio, value $31,583,052.

    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 662,134 shares
    Change vs previous 13F -20,390 shares

    0.07% of the 13F portfolio, value $31,517,159.

    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 682,524 shares
    Change vs previous 13F -40,363 shares

    0.07% of the 13F portfolio, value $32,344,829.

    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 722,887 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $34,799,797.

    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).