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

Financial Engines Advisors L.L.C. held 155,977 SHV 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 155,977 shares
    Change vs previous 13F -1,063 shares

    0.03% of the 13F portfolio, value $17,212,062.

    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 157,040 shares
    Change vs previous 13F +5,561 shares

    0.04% of the 13F portfolio, value $17,335,646.

    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 151,479 shares
    Change vs previous 13F -2,697 shares

    0.03% of the 13F portfolio, value $16,685,412.

    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 154,176 shares
    Change vs previous 13F +6,153 shares

    0.03% of the 13F portfolio, value $17,034,906.

    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 148,023 shares
    Change vs previous 13F +1,008 shares

    0.03% of the 13F portfolio, value $16,344,218.

    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 147,015 shares
    Change vs previous 13F -6,511 shares

    0.03% of the 13F portfolio, value $16,239,000.

    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 153,526 shares
    Change vs previous 13F -8,207 shares

    0.04% of the 13F portfolio, value $16,904,755.

    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 161,733 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $17,892,510.

    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).