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

Financial Engines Advisors L.L.C. held 344,685 SPHD 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 344,685 shares
    Change vs previous 13F -544,748 shares

    0.03% of the 13F portfolio, value $17,523,785.

    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 889,433 shares
    Change vs previous 13F -25,378 shares

    0.09% of the 13F portfolio, value $44,124,771.

    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 914,811 shares
    Change vs previous 13F -13,885 shares

    0.08% of the 13F portfolio, value $43,910,928.

    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 928,696 shares
    Change vs previous 13F -25,044 shares

    0.09% of the 13F portfolio, value $45,924,017.

    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 953,740 shares
    Change vs previous 13F -26,859 shares

    0.09% of the 13F portfolio, value $45,360,000.

    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 980,599 shares
    Change vs previous 13F -14,661 shares

    0.11% of the 13F portfolio, value $49,256,000.

    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 995,260 shares
    Change vs previous 13F -21,821 shares

    0.1% of the 13F portfolio, value $48,081,011.

    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 1,017,081 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $51,433,795.

    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).