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MERCER GLOBAL ADVISORS INC /ADV: WELL position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 140,565 WELL 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 140,565 shares
    Change vs previous 13F +2,355 shares

    0.04% of the 13F portfolio, value $31,903,968.

    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 138,210 shares
    Change vs previous 13F +9,217 shares

    0.04% of the 13F portfolio, value $27,325,450.

    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 128,993 shares
    Change vs previous 13F +3,595 shares

    0.04% of the 13F portfolio, value $23,942,389.

    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 125,398 shares
    Change vs previous 13F +4,242 shares

    0.04% of the 13F portfolio, value $22,338,373.

    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 121,156 shares
    Change vs previous 13F -5,328 shares

    0.04% of the 13F portfolio, value $18,625,261.

    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 126,484 shares
    Change vs previous 13F +2,707 shares

    0.04% of the 13F portfolio, value $19,378,668.

    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 123,777 shares
    Change vs previous 13F +43,285 shares

    0.04% of the 13F portfolio, value $15,599,563.

    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 80,492 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,286,439.

    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).