MERCER GLOBAL ADVISORS INC /ADV: UMI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on UMI, newest first. How the timeline and the estimate are built.
MERCER GLOBAL ADVISORS INC /ADV held 5,856 UMI shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F/A 5,856 sharesChange vs previous 13F -12,361 shares
<0.01% of the 13F portfolio, value $344,541.
13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,217 sharesChange vs previous 13F -19,846 shares
<0.01% of the 13F portfolio, value $1,067,352.
13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 38,063 sharesChange vs previous 13F +4,065 shares
<0.01% of the 13F portfolio, value $1,868,116.
13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 33,998 sharesChange vs previous 13F -7,288 shares
<0.01% of the 13F portfolio, value $1,745,928.
13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 41,286 sharesChange vs previous 13F -14,658 shares
<0.01% of the 13F portfolio, value $2,106,431.
13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 55,944 sharesChange vs previous 13F +34,983 shares
0.01% of the 13F portfolio, value $2,909,067.
13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,961 sharesChange vs previous 13F +20,961 shares
<0.01% of the 13F portfolio, value $1,040,701.
13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.