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Disclosery

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

Financial Engines Advisors L.L.C. held 6,171 USB 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 6,171 shares
    Change vs previous 13F +37 shares

    <0.01% of the 13F portfolio, value $372,728.

    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 6,134 shares
    Change vs previous 13F -18,296 shares

    <0.01% of the 13F portfolio, value $319,029.

    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 24,430 shares
    Change vs previous 13F +16,820 shares

    <0.01% of the 13F portfolio, value $1,303,585.

    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 7,610 shares
    Change vs previous 13F +454 shares

    <0.01% of the 13F portfolio, value $367,791.

    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 7,156 shares
    Change vs previous 13F -1,740 shares

    <0.01% of the 13F portfolio, value $324,000.

    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 8,896 shares
    Change vs previous 13F -205 shares

    <0.01% of the 13F portfolio, value $375,440.

    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 9,101 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $435,301.

    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).