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MERCER GLOBAL ADVISORS INC /ADV: IVE position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 168,907 IVE 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 168,907 shares
    Change vs previous 13F +56,848 shares

    0.05% of the 13F portfolio, value $38,352,096.

    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 112,059 shares
    Change vs previous 13F -40,445 shares

    0.04% of the 13F portfolio, value $23,661,306.

    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 152,504 shares
    Change vs previous 13F +71,623 shares

    0.04% of the 13F portfolio, value $26,618,810.

    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 80,881 shares
    Change vs previous 13F -3,026 shares

    0.03% of the 13F portfolio, value $16,702,749.

    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 83,907 shares
    Change vs previous 13F -6,992 shares

    0.04% of the 13F portfolio, value $16,398,549.

    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 90,899 shares
    Change vs previous 13F +2,191 shares

    0.04% of the 13F portfolio, value $17,312,532.

    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 88,708 shares
    Change vs previous 13F -1,438 shares

    0.04% of the 13F portfolio, value $16,932,590.

    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 90,146 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $17,728,049.

    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).