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MERCER GLOBAL ADVISORS INC /ADV: XYZ position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 71,550 XYZ 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 71,550 shares
    Change vs previous 13F +20,806 shares

    0.01% of the 13F portfolio, value $5,437,768.

    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 50,744 shares
    Change vs previous 13F +7,101 shares

    <0.01% of the 13F portfolio, value $3,053,794.

    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 43,643 shares
    Change vs previous 13F -2,234 shares

    <0.01% of the 13F portfolio, value $2,840,726.

    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 45,877 shares
    Change vs previous 13F -4,577 shares

    0.01% of the 13F portfolio, value $3,315,506.

    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 50,454 shares
    Change vs previous 13F -1,839 shares

    0.01% of the 13F portfolio, value $3,427,371.

    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 52,293 shares
    Change vs previous 13F -5,831 shares

    0.01% of the 13F portfolio, value $2,841,101.

    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 58,124 shares
    Change vs previous 13F -4,301 shares

    0.01% of the 13F portfolio, value $4,939,978.

    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 62,425 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,117,290.

    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).