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MERCER GLOBAL ADVISORS INC /ADV: SPHD position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 38,569 SPHD 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 38,569 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $1,960,847.

    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 38,624 shares
    Change vs previous 13F -5,203 shares

    <0.01% of the 13F portfolio, value $1,916,140.

    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 43,827 shares
    Change vs previous 13F +106 shares

    <0.01% of the 13F portfolio, value $2,103,697.

    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 43,721 shares
    Change vs previous 13F -877 shares

    <0.01% of the 13F portfolio, value $2,161,984.

    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 44,598 shares
    Change vs previous 13F -1,873 shares

    <0.01% of the 13F portfolio, value $2,121,085.

    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 46,471 shares
    Change vs previous 13F -4,808 shares

    0.01% of the 13F portfolio, value $2,334,229.

    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 51,279 shares
    Change vs previous 13F -13,281 shares

    0.01% of the 13F portfolio, value $2,477,275.

    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 64,560 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,268,666.

    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).