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MERCER GLOBAL ADVISORS INC /ADV: XLV position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 386,532 XLV 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 386,532 shares
    Change vs previous 13F +97,129 shares

    0.08% of the 13F portfolio, value $61,327,078.

    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 289,403 shares
    Change vs previous 13F +23,271 shares

    0.06% of the 13F portfolio, value $42,429,417.

    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 266,132 shares
    Change vs previous 13F -24,899 shares

    0.06% of the 13F portfolio, value $40,546,657.

    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 291,031 shares
    Change vs previous 13F +245,091 shares

    0.07% of the 13F portfolio, value $40,502,786.

    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 45,940 shares
    Change vs previous 13F -5,853 shares

    0.01% of the 13F portfolio, value $6,192,216.

    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 51,793 shares
    Change vs previous 13F -2,289 shares

    0.02% of the 13F portfolio, value $7,562,218.

    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 54,082 shares
    Change vs previous 13F -216,515 shares

    0.02% of the 13F portfolio, value $7,440,106.

    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 270,597 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $41,478,068.

    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).