MERCER GLOBAL ADVISORS INC /ADV: HALO position timeline

MERCER GLOBAL ADVISORS INC /ADV held 18,513 HALO 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 18,513 shares

   Change vs previous 13F +7,212 shares

   <0.01% of the 13F portfolio, value $1,449,013.

   13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
   Filed 2026-08-19 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 11,301 shares

   Change vs previous 13F +205 shares

   <0.01% of the 13F portfolio, value $730,384.

   13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 11,096 shares

   Change vs previous 13F -666 shares

   <0.01% of the 13F portfolio, value $746,761.

   13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
   Filed 2026-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 11,762 shares

   Change vs previous 13F +11,762 shares

   <0.01% of the 13F portfolio, value $862,625.

   13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.