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MERCER GLOBAL ADVISORS INC /ADV: SPEM position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 128,229 SPEM 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 128,229 shares
    Change vs previous 13F -54,440 shares

    0.01% of the 13F portfolio, value $6,639,705.

    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 182,669 shares
    Change vs previous 13F +121,307 shares

    0.01% of the 13F portfolio, value $8,569,008.

    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 61,362 shares
    Change vs previous 13F +18,856 shares

    <0.01% of the 13F portfolio, value $2,887,989.

    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 42,506 shares
    Change vs previous 13F +7,148 shares

    <0.01% of the 13F portfolio, value $1,989,683.

    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 35,358 shares
    Change vs previous 13F +6,257 shares

    <0.01% of the 13F portfolio, value $1,511,193.

    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 29,101 shares
    Change vs previous 13F +1,141 shares

    <0.01% of the 13F portfolio, value $1,145,701.

    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 27,960 shares
    Change vs previous 13F -26,174 shares

    <0.01% of the 13F portfolio, value $1,072,842.

    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 54,134 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,253,655.

    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).