MERCER GLOBAL ADVISORS INC /ADV CCMG EA SERIES TRUST

Ownership history in MERCER GLOBAL ADVISORS INC /ADV  ·  7 quarters on record

AI Ownership Summary

MERCER GLOBAL ADVISORS INC /ADV reported EA SERIES TRUST (CCMG) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows CCMG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CCMG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MERCER GLOBAL ADVISORS INC /ADV's position in EA SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CCMG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MERCER GLOBAL ADVISORS INC /ADV held CCMG — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 38,634 0% 0.00% $1.4M 2026-08-11 $35.39
2026 Q1 REDUCED 38,634 -37 -0.1% 0.00% $1.3M 2026-05-15
2025 Q4 REDUCED 38,671 -842 -2.1% 0.00% $1.2M 2026-02-18
2025 Q3 REDUCED 39,513 -6,691 -14.5% 0.00% $1.2M 2025-11-14 (Est.)
2025 Q2 REDUCED 46,204 -46,204 -50.0% 0.00% $1.4M 2025-08-14
2025 Q1 ADDED 92,408 +46,204 +100.0% 0.01% $2.6M 2025-05-15
2024 Q4 INITIATED 46,204 0.00% $1.3M 2025-02-14

FAQ About MERCER GLOBAL ADVISORS INC /ADV and CCMG

These are the practical questions this page is built to answer before you even open the full history table.

How long has MERCER GLOBAL ADVISORS INC /ADV reported owning CCMG?

MERCER GLOBAL ADVISORS INC /ADV reported CCMG across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported CCMG position in MERCER GLOBAL ADVISORS INC /ADV's portfolio?

The largest reported portfolio weight for CCMG was 0.01% in 2025 Q1.

What is the latest reported CCMG position on this page?

The most recent filing on this page is 2026 Q2, when MERCER GLOBAL ADVISORS INC /ADV reported 38,634 shares, equal to 0.00% of portfolio, with an estimated market value of $1.4M.

What does the chart on this CCMG ownership page compare?

The chart compares MERCER GLOBAL ADVISORS INC /ADV's quarterly CCMG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to MERCER GLOBAL ADVISORS INC /ADV Holdings