Position in TREE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$300,031
New position
Shares Held
6,997
first reported quarter
Ownership
0.050%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 23%
Shared 0%
None 77%
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $9,594,240 across 4 Financial Conglomerates names. TREE ranks #4 (3.1% of the industry book) .
All Filings in TREE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $300,031 | 6,997 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||