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MERCER GLOBAL ADVISORS INC /ADV: SM position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 115,759 SM 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 115,759 shares
    Change vs previous 13F +2,314 shares

    <0.01% of the 13F portfolio, value $3,021,318.

    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 113,445 shares
    Change vs previous 13F +32,228 shares

    0.01% of the 13F portfolio, value $3,537,230.

    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 81,217 shares
    Change vs previous 13F -2,235 shares

    <0.01% of the 13F portfolio, value $1,518,767.

    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 83,452 shares
    Change vs previous 13F +2,553 shares

    <0.01% of the 13F portfolio, value $2,083,788.

    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 80,899 shares
    Change vs previous 13F +25,084 shares

    <0.01% of the 13F portfolio, value $1,999,023.

    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 55,815 shares
    Change vs previous 13F -210 shares

    <0.01% of the 13F portfolio, value $1,671,646.

    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 56,025 shares
    Change vs previous 13F -1,994 shares

    0.01% of the 13F portfolio, value $2,171,543.

    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 58,019 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,397,940.

    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).