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MERCER GLOBAL ADVISORS INC /ADV: EFG position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 154,012 EFG 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 154,012 shares
    Change vs previous 13F +11,743 shares

    0.02% of the 13F portfolio, value $19,162,197.

    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 142,269 shares
    Change vs previous 13F -22,254 shares

    0.02% of the 13F portfolio, value $15,844,452.

    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 164,523 shares
    Change vs previous 13F -7,770 shares

    0.03% of the 13F portfolio, value $18,742,111.

    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 172,293 shares
    Change vs previous 13F -53,939 shares

    0.03% of the 13F portfolio, value $19,619,791.

    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 226,232 shares
    Change vs previous 13F -4,330 shares

    0.06% of the 13F portfolio, value $25,338,005.

    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 230,562 shares
    Change vs previous 13F -9,443 shares

    0.05% of the 13F portfolio, value $23,056,191.

    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 240,005 shares
    Change vs previous 13F -2,006 shares

    0.06% of the 13F portfolio, value $23,239,664.

    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 242,011 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $25,768,802.

    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).