MERCER GLOBAL ADVISORS INC /ADV: IBHG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on IBHG, newest first. How the timeline and the estimate are built.
MERCER GLOBAL ADVISORS INC /ADV held 19,035 IBHG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F/A 19,035 sharesChange vs previous 13F -4,520 shares
<0.01% of the 13F portfolio, value $420,302.
13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 23,555 sharesChange vs previous 13F -20,513 shares
<0.01% of the 13F portfolio, value $521,273.
13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 44,068 sharesChange vs previous 13F +381 shares
<0.01% of the 13F portfolio, value $983,596.
13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 43,687 sharesChange vs previous 13F +33,025 shares
<0.01% of the 13F portfolio, value $982,518.
13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,662 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $240,321.
13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).