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MERCER GLOBAL ADVISORS INC /ADV: CALM position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 23,552 CALM 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 23,552 shares
    Change vs previous 13F -26,147 shares

    <0.01% of the 13F portfolio, value $1,897,281.

    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 49,699 shares
    Change vs previous 13F +39,672 shares

    0.01% of the 13F portfolio, value $3,933,656.

    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 10,027 shares
    Change vs previous 13F -907 shares

    <0.01% of the 13F portfolio, value $797,879.

    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 10,934 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $1,028,918.

    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 10,948 shares
    Change vs previous 13F -404 shares

    <0.01% of the 13F portfolio, value $1,090,791.

    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 11,352 shares
    Change vs previous 13F -5,165 shares

    <0.01% of the 13F portfolio, value $1,031,893.

    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 16,517 shares
    Change vs previous 13F -3,314 shares

    <0.01% of the 13F portfolio, value $1,699,926.

    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 19,831 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,523,841.

    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).