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MERCER GLOBAL ADVISORS INC /ADV: CRM position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 134,104 CRM 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 134,104 shares
    Change vs previous 13F -3,890 shares

    0.03% of the 13F portfolio, value $21,008,682.

    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 137,994 shares
    Change vs previous 13F +1,368 shares

    0.04% of the 13F portfolio, value $25,759,351.

    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 136,626 shares
    Change vs previous 13F +1,288 shares

    0.05% of the 13F portfolio, value $35,939,880.

    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 135,338 shares
    Change vs previous 13F -6,770 shares

    0.05% of the 13F portfolio, value $32,075,164.

    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 142,108 shares
    Change vs previous 13F -2,758 shares

    0.09% of the 13F portfolio, value $38,751,843.

    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 144,866 shares
    Change vs previous 13F -64 shares

    0.09% of the 13F portfolio, value $38,876,326.

    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 144,930 shares
    Change vs previous 13F -12,384 shares

    0.12% of the 13F portfolio, value $48,454,418.

    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 157,314 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $42,675,384.

    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).