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Disclosery

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

Financial Engines Advisors L.L.C. held 27,652 SPTM 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 27,652 shares
    Change vs previous 13F -3,884 shares

    <0.01% of the 13F portfolio, value $2,510,525.

    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 31,536 shares
    Change vs previous 13F +4,657 shares

    0.01% of the 13F portfolio, value $2,493,236.

    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 26,879 shares
    Change vs previous 13F +1,380 shares

    <0.01% of the 13F portfolio, value $2,217,518.

    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 25,499 shares
    Change vs previous 13F -4,695 shares

    <0.01% of the 13F portfolio, value $2,056,494.

    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 30,194 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,261,000.

    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).