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MERCER GLOBAL ADVISORS INC /ADV: CHTR position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 36,527 CHTR 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 36,527 shares
    Change vs previous 13F +24,497 shares

    0.01% of the 13F portfolio, value $5,194,542.

    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 12,030 shares
    Change vs previous 13F -472 shares

    <0.01% of the 13F portfolio, value $2,596,991.

    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 12,502 shares
    Change vs previous 13F -1,602 shares

    <0.01% of the 13F portfolio, value $2,609,728.

    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 14,104 shares
    Change vs previous 13F +4,760 shares

    0.01% of the 13F portfolio, value $3,880,131.

    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 9,344 shares
    Change vs previous 13F +250 shares

    0.01% of the 13F portfolio, value $3,819,765.

    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 9,094 shares
    Change vs previous 13F +20 shares

    0.01% of the 13F portfolio, value $3,351,406.

    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 9,074 shares
    Change vs previous 13F +5,357 shares

    0.01% of the 13F portfolio, value $3,110,366.

    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 3,717 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,222,736.

    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).