MERCER GLOBAL ADVISORS INC /ADV: UGP position timeline

MERCER GLOBAL ADVISORS INC /ADV held 13,266 UGP 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 13,266 shares

   Change vs previous 13F +2,777 shares

   <0.01% of the 13F portfolio, value $66,595.

   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 10,489 shares

   Change vs previous 13F +10,489 shares

   <0.01% of the 13F portfolio, value $57,794.

   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 ended2025-06-30

   13F 0 shares

   Change vs previous 13F -11,502 shares

   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).

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-03-31

   13F 11,502 shares

   Change vs previous 13F +447 shares

   <0.01% of the 13F portfolio, value $35,426.

   13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 11,055 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $29,075.

   13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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