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MERCER GLOBAL ADVISORS INC /ADV: SHM position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 1,415,493 SHM 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 1,415,493 shares
    Change vs previous 13F -130,250 shares

    0.08% of the 13F portfolio, value $67,894,111.

    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 1,545,743 shares
    Change vs previous 13F -167,740 shares

    0.11% of the 13F portfolio, value $73,932,883.

    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 1,713,483 shares
    Change vs previous 13F -111,426 shares

    0.13% of the 13F portfolio, value $82,230,027.

    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 1,824,909 shares
    Change vs previous 13F -367,142 shares

    0.15% of the 13F portfolio, value $87,997,092.

    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 2,192,051 shares
    Change vs previous 13F -269,186 shares

    0.24% of the 13F portfolio, value $104,845,816.

    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 2,461,237 shares
    Change vs previous 13F -136,068 shares

    0.27% of the 13F portfolio, value $117,154,866.

    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 2,597,305 shares
    Change vs previous 13F -161,974 shares

    0.3% of the 13F portfolio, value $123,086,282.

    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 2,759,279 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $132,748,904.

    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).