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MERCER GLOBAL ADVISORS INC /ADV: IVLU position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 3,445,556 IVLU 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 3,445,556 shares
    Change vs previous 13F -40,231 shares

    0.18% of the 13F portfolio, value $144,093,171.

    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 3,485,787 shares
    Change vs previous 13F -177,401 shares

    0.2% of the 13F portfolio, value $138,316,024.

    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 3,663,188 shares
    Change vs previous 13F -76,969 shares

    0.21% of the 13F portfolio, value $139,384,304.

    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 3,740,157 shares
    Change vs previous 13F -396,524 shares

    0.22% of the 13F portfolio, value $132,700,757.

    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 4,136,681 shares
    Change vs previous 13F -238,015 shares

    0.31% of the 13F portfolio, value $136,055,431.

    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 4,374,696 shares
    Change vs previous 13F -168,511 shares

    0.3% of the 13F portfolio, value $132,597,042.

    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 4,543,207 shares
    Change vs previous 13F -708,690 shares

    0.3% of the 13F portfolio, value $123,166,349.

    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 5,251,897 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $154,090,654.

    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).