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MERCER GLOBAL ADVISORS INC /ADV: WSO position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 6,624 WSO 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 6,624 shares
    Change vs previous 13F +3,148 shares

    <0.01% of the 13F portfolio, value $2,760,319.

    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 3,476 shares
    Change vs previous 13F +294 shares

    <0.01% of the 13F portfolio, value $1,264,394.

    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 3,182 shares
    Change vs previous 13F -134 shares

    <0.01% of the 13F portfolio, value $1,072,156.

    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 3,316 shares
    Change vs previous 13F +1,081 shares

    <0.01% of the 13F portfolio, value $1,340,627.

    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 2,235 shares
    Change vs previous 13F -120 shares

    <0.01% of the 13F portfolio, value $986,819.

    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 2,355 shares
    Change vs previous 13F -442 shares

    <0.01% of the 13F portfolio, value $1,197,116.

    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 2,797 shares
    Change vs previous 13F -945 shares

    <0.01% of the 13F portfolio, value $1,325,380.

    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 3,742 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,854,717.

    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).