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MERCER GLOBAL ADVISORS INC /ADV: SUI position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 25,046 SUI 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 25,046 shares
    Change vs previous 13F -7,622 shares

    <0.01% of the 13F portfolio, value $3,003,275.

    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 32,668 shares
    Change vs previous 13F -1,190 shares

    0.01% of the 13F portfolio, value $4,114,805.

    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 33,858 shares
    Change vs previous 13F +22,870 shares

    0.01% of the 13F portfolio, value $4,195,326.

    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 10,988 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $1,417,485.

    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 11,023 shares
    Change vs previous 13F +1,215 shares

    <0.01% of the 13F portfolio, value $1,394,340.

    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 9,808 shares
    Change vs previous 13F +1,612 shares

    <0.01% of the 13F portfolio, value $1,261,759.

    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 8,196 shares
    Change vs previous 13F +4,342 shares

    <0.01% of the 13F portfolio, value $1,007,814.

    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 3,854 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $515,472.

    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).