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MERCER GLOBAL ADVISORS INC /ADV: MBWM position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 127,923 MBWM 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 127,923 shares
    Change vs previous 13F -1,334 shares

    0.01% of the 13F portfolio, value $7,345,317.

    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 129,257 shares
    Change vs previous 13F +19,685 shares

    0.01% of the 13F portfolio, value $6,527,459.

    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 109,572 shares
    Change vs previous 13F -1,021 shares

    0.01% of the 13F portfolio, value $5,270,395.

    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 110,593 shares
    Change vs previous 13F +4,200 shares

    0.01% of the 13F portfolio, value $4,976,668.

    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 106,393 shares
    Change vs previous 13F +637 shares

    0.01% of the 13F portfolio, value $4,937,682.

    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 105,756 shares
    Change vs previous 13F +371 shares

    0.01% of the 13F portfolio, value $4,594,024.

    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 105,385 shares
    Change vs previous 13F -6,992 shares

    0.01% of the 13F portfolio, value $4,688,562.

    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 112,377 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,705,215.

    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).