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

Financial Engines Advisors L.L.C. held 601,055 SPBO 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 601,055 shares
    Change vs previous 13F +18,994 shares

    0.03% of the 13F portfolio, value $17,454,631.

    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 582,061 shares
    Change vs previous 13F +15,353 shares

    0.03% of the 13F portfolio, value $16,897,230.

    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 566,708 shares
    Change vs previous 13F +47,478 shares

    0.03% of the 13F portfolio, value $16,627,207.

    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 519,230 shares
    Change vs previous 13F +36,137 shares

    0.03% of the 13F portfolio, value $15,384,785.

    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 483,093 shares
    Change vs previous 13F +5,833 shares

    0.03% of the 13F portfolio, value $14,115,590.

    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 477,260 shares
    Change vs previous 13F -44,895 shares

    0.03% of the 13F portfolio, value $13,854,527.

    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 522,155 shares
    Change vs previous 13F -6,208 shares

    0.03% of the 13F portfolio, value $14,954,526.

    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 528,363 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $15,866,739.

    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).