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

Financial Engines Advisors L.L.C. held 32,470 SPHQ 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 32,470 shares
    Change vs previous 13F -1,908 shares

    0.01% of the 13F portfolio, value $2,925,547.

    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 34,378 shares
    Change vs previous 13F +16,486 shares

    0.01% of the 13F portfolio, value $2,584,882.

    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 17,892 shares
    Change vs previous 13F +211 shares

    <0.01% of the 13F portfolio, value $1,342,795.

    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 17,681 shares
    Change vs previous 13F -1,147 shares

    <0.01% of the 13F portfolio, value $1,295,840.

    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 18,828 shares
    Change vs previous 13F +2,125 shares

    <0.01% of the 13F portfolio, value $1,342,000.

    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 16,703 shares
    Change vs previous 13F -30 shares

    <0.01% of the 13F portfolio, value $1,108,000.

    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 16,733 shares
    Change vs previous 13F +1,230 shares

    <0.01% of the 13F portfolio, value $1,121,613.

    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 15,503 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,042,887.

    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).