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

Financial Engines Advisors L.L.C. held 15,052 SON 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 15,052 shares
    Change vs previous 13F -2,882 shares

    <0.01% of the 13F portfolio, value $848,182.

    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 17,934 shares
    Change vs previous 13F -7,201 shares

    <0.01% of the 13F portfolio, value $970,025.

    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 25,135 shares
    Change vs previous 13F -1,402 shares

    <0.01% of the 13F portfolio, value $1,096,886.

    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 26,537 shares
    Change vs previous 13F +2,312 shares

    <0.01% of the 13F portfolio, value $1,143,479.

    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 24,225 shares
    Change vs previous 13F +6,873 shares

    <0.01% of the 13F portfolio, value $1,054,843.

    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 17,352 shares
    Change vs previous 13F +852 shares

    <0.01% of the 13F portfolio, value $819,717.

    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 16,500 shares
    Change vs previous 13F -5,683 shares

    <0.01% of the 13F portfolio, value $806,047.

    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 22,183 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,211,847.

    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).