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MERCER GLOBAL ADVISORS INC /ADV: IBTP position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 148,450 IBTP 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 148,450 shares
    Change vs previous 13F +18,228 shares

    <0.01% of the 13F portfolio, value $3,768,389.

    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 130,222 shares
    Change vs previous 13F +9,357 shares

    <0.01% of the 13F portfolio, value $3,337,600.

    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 120,865 shares
    Change vs previous 13F +20,455 shares

    <0.01% of the 13F portfolio, value $3,119,463.

    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 100,410 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,601,623.

    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).