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MERCER GLOBAL ADVISORS INC /ADV: APAM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on APAM, newest first. How the timeline and the estimate are built.

MERCER GLOBAL ADVISORS INC /ADV held 63,661 APAM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 63,661 shares
    Change vs previous 13F -191 shares

    <0.01% of the 13F portfolio, value $2,198,200.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 63,852 shares
    Change vs previous 13F +1,881 shares

    <0.01% of the 13F portfolio, value $2,323,590.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 61,971 shares
    Change vs previous 13F -825 shares

    <0.01% of the 13F portfolio, value $2,524,684.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 62,796 shares
    Change vs previous 13F +3,928 shares

    <0.01% of the 13F portfolio, value $2,725,330.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 58,868 shares
    Change vs previous 13F -63,727 shares

    0.01% of the 13F portfolio, value $2,609,614.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 122,595 shares
    Change vs previous 13F +33,455 shares

    0.01% of the 13F portfolio, value $4,793,465.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 89,140 shares
    Change vs previous 13F +11,096 shares

    0.01% of the 13F portfolio, value $3,837,482.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 78,044 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,348,610.

    13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).