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Disclosery

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

Financial Engines Advisors L.L.C. held 3,892,454 SPEM 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 3,892,454 shares
    Change vs previous 13F -12,929,734 shares

    0.36% of the 13F portfolio, value $201,551,266.

    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 16,822,188 shares
    Change vs previous 13F -178,651 shares

    1.6% of the 13F portfolio, value $789,128,837.

    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 17,000,839 shares
    Change vs previous 13F -357,943 shares

    1.51% of the 13F portfolio, value $795,809,270.

    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 17,358,782 shares
    Change vs previous 13F -598,730 shares

    1.55% of the 13F portfolio, value $812,564,585.

    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 17,957,512 shares
    Change vs previous 13F -638,107 shares

    1.53% of the 13F portfolio, value $767,503,904.

    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 18,595,619 shares
    Change vs previous 13F -64,145 shares

    1.57% of the 13F portfolio, value $732,109,230.

    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 18,659,764 shares
    Change vs previous 13F +205,590 shares

    1.51% of the 13F portfolio, value $715,975,158.

    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 18,454,174 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $761,788,322.

    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).