MERCER GLOBAL ADVISORS INC /ADV: UBSI position timeline

MERCER GLOBAL ADVISORS INC /ADV held 21,342 UBSI 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 21,342 shares

   Change vs previous 13F +3,609 shares

   <0.01% of the 13F portfolio, value $978,087.

   13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
   Filed 2026-08-19 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 17,733 shares

   Change vs previous 13F +3,323 shares

   <0.01% of the 13F portfolio, value $734,485.

   13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 14,410 shares

   Change vs previous 13F +5,425 shares

   <0.01% of the 13F portfolio, value $553,328.

   13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
   Filed 2026-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 8,985 shares

   Change vs previous 13F +1,440 shares

   <0.01% of the 13F portfolio, value $334,315.

   13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 7,545 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $274,864.

   13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).