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Disclosery

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

Financial Engines Advisors L.L.C. held 5,364 SPOT 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 5,364 shares
    Change vs previous 13F -68 shares

    <0.01% of the 13F portfolio, value $2,462,773.

    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 5,432 shares
    Change vs previous 13F -18 shares

    0.01% of the 13F portfolio, value $2,634,031.

    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 5,450 shares
    Change vs previous 13F +310 shares

    0.01% of the 13F portfolio, value $3,164,870.

    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 5,140 shares
    Change vs previous 13F -105 shares

    0.01% of the 13F portfolio, value $3,587,720.

    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 5,245 shares
    Change vs previous 13F -2,380 shares

    0.01% of the 13F portfolio, value $4,025,000.

    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 7,625 shares
    Change vs previous 13F -267 shares

    0.01% of the 13F portfolio, value $4,194,000.

    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 7,892 shares
    Change vs previous 13F +159 shares

    0.01% of the 13F portfolio, value $3,530,723.

    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 7,733 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,849,842.

    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).