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MERCER GLOBAL ADVISORS INC /ADV: UBS position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 160,099 UBS 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 160,099 shares
    Change vs previous 13F +62,591 shares

    0.01% of the 13F portfolio, value $7,934,512.

    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 97,508 shares
    Change vs previous 13F -1,892 shares

    0.01% of the 13F portfolio, value $3,809,640.

    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 99,400 shares
    Change vs previous 13F +11,298 shares

    0.01% of the 13F portfolio, value $4,603,201.

    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 88,102 shares
    Change vs previous 13F -10,206 shares

    0.01% of the 13F portfolio, value $3,612,194.

    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 98,308 shares
    Change vs previous 13F -8,176 shares

    0.01% of the 13F portfolio, value $3,324,791.

    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 106,484 shares
    Change vs previous 13F -44,355 shares

    0.01% of the 13F portfolio, value $3,261,605.

    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 150,839 shares
    Change vs previous 13F -129,236 shares

    0.01% of the 13F portfolio, value $4,573,424.

    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 280,075 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,629,124.

    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).