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MERCER GLOBAL ADVISORS INC /ADV: SRE position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 108,075 SRE 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 108,075 shares
    Change vs previous 13F +20,884 shares

    0.01% of the 13F portfolio, value $10,019,670.

    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 87,191 shares
    Change vs previous 13F +10,263 shares

    0.01% of the 13F portfolio, value $8,472,392.

    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 76,928 shares
    Change vs previous 13F -5,597 shares

    0.01% of the 13F portfolio, value $6,776,987.

    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 82,525 shares
    Change vs previous 13F +19,422 shares

    0.01% of the 13F portfolio, value $7,425,614.

    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 63,103 shares
    Change vs previous 13F -5,984 shares

    0.01% of the 13F portfolio, value $4,781,257.

    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 69,087 shares
    Change vs previous 13F +2,590 shares

    0.01% of the 13F portfolio, value $4,930,070.

    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 66,497 shares
    Change vs previous 13F -3,505 shares

    0.01% of the 13F portfolio, value $5,833,142.

    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 70,002 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,868,328.

    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).