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MERCER GLOBAL ADVISORS INC /ADV: UMMA position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 114,041 UMMA 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 114,041 shares
    Change vs previous 13F +4,776 shares

    0.01% of the 13F portfolio, value $4,501,766.

    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 109,265 shares
    Change vs previous 13F -1,876 shares

    <0.01% of the 13F portfolio, value $3,349,399.

    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 111,141 shares
    Change vs previous 13F +38,058 shares

    0.01% of the 13F portfolio, value $3,290,597.

    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 73,083 shares
    Change vs previous 13F +8,744 shares

    <0.01% of the 13F portfolio, value $2,014,173.

    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 64,339 shares
    Change vs previous 13F +17,592 shares

    <0.01% of the 13F portfolio, value $1,713,991.

    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 46,747 shares
    Change vs previous 13F +5,683 shares

    <0.01% of the 13F portfolio, value $1,113,514.

    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 41,064 shares
    Change vs previous 13F +1,818 shares

    <0.01% of the 13F portfolio, value $970,753.

    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 39,246 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $999,988.

    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).