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Disclosery

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

Financial Engines Advisors L.L.C. held 10,454 UMMA 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 10,454 shares
    Change vs previous 13F -135 shares

    <0.01% of the 13F portfolio, value $412,672.

    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 10,589 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $324,595.

    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 10,644 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $315,142.

    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 10,644 shares
    Change vs previous 13F +274 shares

    <0.01% of the 13F portfolio, value $293,349.

    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 10,370 shares
    Change vs previous 13F +165 shares

    <0.01% of the 13F portfolio, value $276,000.

    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 10,205 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $243,000.

    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).