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
- period ended2026-06-3013F/A 140,565 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 138,210 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 128,993 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 125,398 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 121,156 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 126,484 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 123,777 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 80,492 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).