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MERCER GLOBAL ADVISORS INC /ADV: CEF position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 38,818 CEF 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 38,818 shares
    Change vs previous 13F +7,302 shares

    <0.01% of the 13F portfolio, value $1,561,647.

    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 31,516 shares
    Change vs previous 13F -22,149 shares

    <0.01% of the 13F portfolio, value $1,503,943.

    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 53,665 shares
    Change vs previous 13F +1,955 shares

    <0.01% of the 13F portfolio, value $2,459,227.

    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 51,710 shares
    Change vs previous 13F +21,724 shares

    <0.01% of the 13F portfolio, value $1,897,240.

    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 29,986 shares
    Change vs previous 13F +2,933 shares

    <0.01% of the 13F portfolio, value $902,569.

    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 27,053 shares
    Change vs previous 13F -8,395 shares

    <0.01% of the 13F portfolio, value $768,584.

    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 35,448 shares
    Change vs previous 13F -19,989 shares

    <0.01% of the 13F portfolio, value $842,237.

    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 55,437 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,371,508.

    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).