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

Financial Engines Advisors L.L.C. held 18,804,022 SPSM 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 18,804,022 shares
    Change vs previous 13F -1,869,303 shares

    1.93% of the 13F portfolio, value $1,084,427,947.

    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 20,673,325 shares
    Change vs previous 13F -454,124 shares

    2.03% of the 13F portfolio, value $998,935,069.

    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 21,127,449 shares
    Change vs previous 13F -1,873,289 shares

    1.88% of the 13F portfolio, value $990,032,258.

    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 23,000,738 shares
    Change vs previous 13F -831,365 shares

    2.03% of the 13F portfolio, value $1,065,394,184.

    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 23,832,103 shares
    Change vs previous 13F +1,274,148 shares

    2.03% of the 13F portfolio, value $1,015,247,702.

    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 22,557,955 shares
    Change vs previous 13F +439,026 shares

    1.97% of the 13F portfolio, value $919,461,858.

    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 22,118,929 shares
    Change vs previous 13F -83,106 shares

    2.09% of the 13F portfolio, value $993,582,272.

    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 22,202,035 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $1,010,414,606.

    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).