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MERCER GLOBAL ADVISORS INC /ADV: HLN position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 259,261 HLN 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 259,261 shares
    Change vs previous 13F -34,704 shares

    <0.01% of the 13F portfolio, value $2,418,901.

    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 293,965 shares
    Change vs previous 13F -24,639 shares

    <0.01% of the 13F portfolio, value $2,942,589.

    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 318,604 shares
    Change vs previous 13F +5,795 shares

    <0.01% of the 13F portfolio, value $3,220,790.

    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 312,809 shares
    Change vs previous 13F -79,109 shares

    <0.01% of the 13F portfolio, value $2,805,897.

    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 391,918 shares
    Change vs previous 13F +10,922 shares

    0.01% of the 13F portfolio, value $4,064,186.

    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 380,996 shares
    Change vs previous 13F +114,115 shares

    0.01% of the 13F portfolio, value $3,920,449.

    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 266,881 shares
    Change vs previous 13F +96,574 shares

    0.01% of the 13F portfolio, value $2,546,044.

    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 170,307 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,820,574.

    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).