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MERCER GLOBAL ADVISORS INC /ADV: SOUN position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 19,691 SOUN 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 19,691 shares
    Change vs previous 13F +31 shares

    <0.01% of the 13F portfolio, value $127,401.

    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 19,660 shares
    Change vs previous 13F -4,498 shares

    <0.01% of the 13F portfolio, value $135,065.

    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 24,158 shares
    Change vs previous 13F -10,978 shares

    <0.01% of the 13F portfolio, value $240,851.

    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 35,136 shares
    Change vs previous 13F +6,568 shares

    <0.01% of the 13F portfolio, value $564,991.

    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 28,568 shares
    Change vs previous 13F +1,510 shares

    <0.01% of the 13F portfolio, value $306,530.

    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 27,058 shares
    Change vs previous 13F +6,348 shares

    <0.01% of the 13F portfolio, value $219,709.

    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 20,710 shares
    Change vs previous 13F +10,424 shares

    <0.01% of the 13F portfolio, value $410,886.

    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 10,286 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $47,004.

    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).