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MERCER GLOBAL ADVISORS INC /ADV: HTLD position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 19,881 HTLD 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 19,881 shares
    Change vs previous 13F -24,081 shares

    <0.01% of the 13F portfolio, value $302,589.

    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 43,962 shares
    Change vs previous 13F -18,810 shares

    <0.01% of the 13F portfolio, value $457,205.

    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 62,772 shares
    Change vs previous 13F +23,381 shares

    <0.01% of the 13F portfolio, value $566,831.

    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 39,391 shares
    Change vs previous 13F +12,707 shares

    <0.01% of the 13F portfolio, value $330,097.

    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 26,684 shares
    Change vs previous 13F +3,740 shares

    <0.01% of the 13F portfolio, value $230,550.

    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 22,944 shares
    Change vs previous 13F +585 shares

    <0.01% of the 13F portfolio, value $211,544.

    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 22,359 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $250,868.

    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).