MERCER GLOBAL ADVISORS INC /ADV: AXP position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 176,701 AXP shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

period ended2026-06-30
13F/A 176,701 shares
Change vs previous 13F +20,761 shares
0.07% of the 13F portfolio, value $59,768,921.
13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed 2026-08-19 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 155,940 shares
Change vs previous 13F +5,655 shares
0.07% of the 13F portfolio, value $47,168,601.
13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 150,285 shares
Change vs previous 13F +20,040 shares
0.09% of the 13F portfolio, value $58,728,536.
13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed 2026-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 130,245 shares
Change vs previous 13F +112 shares
0.07% of the 13F portfolio, value $43,262,167.
13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 130,133 shares
Change vs previous 13F -22,574 shares
0.09% of the 13F portfolio, value $41,513,669.
13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 152,707 shares
Change vs previous 13F +5,418 shares
0.09% of the 13F portfolio, value $41,070,166.
13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 147,289 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $43,714,012.
13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).