MERCER GLOBAL ADVISORS INC /ADV: UPS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on UPS, newest first. How the timeline and the estimate are built.
MERCER GLOBAL ADVISORS INC /ADV held 264,577 UPS 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 264,577 sharesChange vs previous 13F +34,788 shares
0.04% of the 13F portfolio, value $28,441,984.
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 229,789 sharesChange vs previous 13F +28,719 shares
0.03% of the 13F portfolio, value $22,606,641.
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 201,070 sharesChange vs previous 13F -14,457 shares
0.03% of the 13F portfolio, value $19,944,122.
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 215,527 sharesChange vs previous 13F +123,435 shares
0.03% of the 13F portfolio, value $18,002,972.
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 92,092 sharesChange vs previous 13F +2,599 shares
0.02% of the 13F portfolio, value $9,295,749.
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 89,493 sharesChange vs previous 13F +2,712 shares
0.02% of the 13F portfolio, value $9,843,332.
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 86,781 sharesChange vs previous 13F -5,683 shares
0.03% of the 13F portfolio, value $10,943,093.
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 92,464 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $12,323,378.
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).