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MERCER GLOBAL ADVISORS INC /ADV: SWX position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 24,278 SWX 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 24,278 shares
    Change vs previous 13F +4,982 shares

    <0.01% of the 13F portfolio, value $2,152,939.

    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 19,296 shares
    Change vs previous 13F +4,447 shares

    <0.01% of the 13F portfolio, value $1,676,837.

    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 14,849 shares
    Change vs previous 13F -860 shares

    <0.01% of the 13F portfolio, value $1,188,205.

    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 15,709 shares
    Change vs previous 13F +1,901 shares

    <0.01% of the 13F portfolio, value $1,230,663.

    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 13,808 shares
    Change vs previous 13F +1,125 shares

    <0.01% of the 13F portfolio, value $1,027,142.

    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 12,683 shares
    Change vs previous 13F -2,278 shares

    <0.01% of the 13F portfolio, value $910,654.

    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 14,961 shares
    Change vs previous 13F +3,052 shares

    <0.01% of the 13F portfolio, value $1,057,911.

    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 11,909 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $876,907.

    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).