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MERCER GLOBAL ADVISORS INC /ADV: SOXX position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 23,404 SOXX 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 23,404 shares
    Change vs previous 13F -6,824 shares

    0.02% of the 13F portfolio, value $14,996,191.

    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 30,228 shares
    Change vs previous 13F +9,485 shares

    0.01% of the 13F portfolio, value $9,934,770.

    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 20,743 shares
    Change vs previous 13F +1,111 shares

    0.01% of the 13F portfolio, value $6,246,619.

    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 19,632 shares
    Change vs previous 13F +14 shares

    0.01% of the 13F portfolio, value $5,322,719.

    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 19,618 shares
    Change vs previous 13F -3,525 shares

    0.01% of the 13F portfolio, value $4,682,901.

    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 23,143 shares
    Change vs previous 13F -7,428 shares

    0.01% of the 13F portfolio, value $4,354,834.

    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 30,571 shares
    Change vs previous 13F -8,710,845 shares

    0.02% of the 13F portfolio, value $6,587,799.

    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 8,741,416 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $327,170,382.

    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).