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Disclosery

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

Financial Engines Advisors L.L.C. held 9,095 XLC 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 9,095 shares
    Change vs previous 13F -120 shares

    <0.01% of the 13F portfolio, value $974,347.

    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 9,215 shares
    Change vs previous 13F +309 shares

    <0.01% of the 13F portfolio, value $1,021,575.

    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 8,906 shares
    Change vs previous 13F -72 shares

    <0.01% of the 13F portfolio, value $1,048,414.

    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 8,978 shares
    Change vs previous 13F +42 shares

    <0.01% of the 13F portfolio, value $1,062,726.

    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 8,936 shares
    Change vs previous 13F +2,467 shares

    <0.01% of the 13F portfolio, value $970,000.

    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 6,469 shares
    Change vs previous 13F -33 shares

    <0.01% of the 13F portfolio, value $624,000.

    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 6,502 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $629,459.

    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).