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MERCER GLOBAL ADVISORS INC /ADV: CHE position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 12,366 CHE 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 12,366 shares
    Change vs previous 13F +8,893 shares

    0.01% of the 13F portfolio, value $5,759,418.

    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 3,473 shares
    Change vs previous 13F +534 shares

    <0.01% of the 13F portfolio, value $1,311,913.

    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 2,939 shares
    Change vs previous 13F +673 shares

    <0.01% of the 13F portfolio, value $1,257,518.

    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 2,266 shares
    Change vs previous 13F +786 shares

    <0.01% of the 13F portfolio, value $1,014,812.

    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 1,480 shares
    Change vs previous 13F -580 shares

    <0.01% of the 13F portfolio, value $720,784.

    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 2,060 shares
    Change vs previous 13F +159 shares

    <0.01% of the 13F portfolio, value $1,267,636.

    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 1,901 shares
    Change vs previous 13F -363 shares

    <0.01% of the 13F portfolio, value $1,007,347.

    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 2,264 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,342,520.

    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).