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MERCER GLOBAL ADVISORS INC /ADV: WM position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 65,041 WM 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 65,041 shares
    Change vs previous 13F -1,911 shares

    0.02% of the 13F portfolio, value $14,496,488.

    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 66,952 shares
    Change vs previous 13F +4,100 shares

    0.02% of the 13F portfolio, value $15,384,809.

    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 62,852 shares
    Change vs previous 13F +8,882 shares

    0.02% of the 13F portfolio, value $13,811,593.

    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 53,970 shares
    Change vs previous 13F +5,529 shares

    0.02% of the 13F portfolio, value $11,918,205.

    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 48,441 shares
    Change vs previous 13F -2,381 shares

    0.02% of the 13F portfolio, value $11,083,869.

    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 50,822 shares
    Change vs previous 13F +3,566 shares

    0.03% of the 13F portfolio, value $11,765,143.

    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 47,256 shares
    Change vs previous 13F -6,296 shares

    0.02% of the 13F portfolio, value $9,535,798.

    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 53,552 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,134,638.

    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).