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MERCER GLOBAL ADVISORS INC /ADV: OBDC position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 116,240 OBDC 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 116,240 shares
    Change vs previous 13F -27,358 shares

    <0.01% of the 13F portfolio, value $1,263,529.

    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 143,598 shares
    Change vs previous 13F -112,141 shares

    <0.01% of the 13F portfolio, value $1,588,197.

    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 255,739 shares
    Change vs previous 13F +183,056 shares

    <0.01% of the 13F portfolio, value $3,178,833.

    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 72,683 shares
    Change vs previous 13F +25,845 shares

    <0.01% of the 13F portfolio, value $928,169.

    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 46,838 shares
    Change vs previous 13F +28,487 shares

    <0.01% of the 13F portfolio, value $671,654.

    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 18,351 shares
    Change vs previous 13F +7,389 shares

    <0.01% of the 13F portfolio, value $269,025.

    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 10,962 shares
    Change vs previous 13F -92,921 shares

    <0.01% of the 13F portfolio, value $165,747.

    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 103,883 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,495,920.

    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).