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MERCER GLOBAL ADVISORS INC /ADV: CWBC position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 34,896 CWBC 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 34,896 shares
    Change vs previous 13F +2,255 shares

    <0.01% of the 13F portfolio, value $937,317.

    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 32,641 shares
    Change vs previous 13F +2,984 shares

    <0.01% of the 13F portfolio, value $760,535.

    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 29,657 shares
    Change vs previous 13F +3,160 shares

    <0.01% of the 13F portfolio, value $667,283.

    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 26,497 shares
    Change vs previous 13F +4,752 shares

    <0.01% of the 13F portfolio, value $552,197.

    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 21,745 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $424,245.

    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 21,700 shares
    Change vs previous 13F +318 shares

    <0.01% of the 13F portfolio, value $401,016.

    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 21,382 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $414,169.

    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).