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MERCER GLOBAL ADVISORS INC /ADV: IVZ position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 219,074 IVZ 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 219,074 shares
    Change vs previous 13F +24,145 shares

    0.01% of the 13F portfolio, value $5,781,359.

    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 194,929 shares
    Change vs previous 13F +27,910 shares

    0.01% of the 13F portfolio, value $4,734,820.

    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 167,019 shares
    Change vs previous 13F +7,031 shares

    0.01% of the 13F portfolio, value $4,387,590.

    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 159,988 shares
    Change vs previous 13F +49,347 shares

    0.01% of the 13F portfolio, value $3,670,134.

    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 110,641 shares
    Change vs previous 13F +28,727 shares

    <0.01% of the 13F portfolio, value $1,744,803.

    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 81,914 shares
    Change vs previous 13F +5,635 shares

    <0.01% of the 13F portfolio, value $1,242,639.

    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 76,279 shares
    Change vs previous 13F +9,946 shares

    <0.01% of the 13F portfolio, value $1,333,357.

    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 66,333 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,144,329.

    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).