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MERCER GLOBAL ADVISORS INC /ADV: UPST position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 37,897 UPST 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 37,897 shares
    Change vs previous 13F +1,094 shares

    <0.01% of the 13F portfolio, value $1,342,699.

    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 36,803 shares
    Change vs previous 13F -8,364 shares

    <0.01% of the 13F portfolio, value $943,994.

    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 45,167 shares
    Change vs previous 13F +13,205 shares

    <0.01% of the 13F portfolio, value $1,456,952.

    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 31,962 shares
    Change vs previous 13F +7,907 shares

    <0.01% of the 13F portfolio, value $1,623,670.

    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 24,055 shares
    Change vs previous 13F -1,606 shares

    <0.01% of the 13F portfolio, value $1,555,877.

    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 25,661 shares
    Change vs previous 13F +1,262 shares

    <0.01% of the 13F portfolio, value $1,181,176.

    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 24,399 shares
    Change vs previous 13F -2,989 shares

    <0.01% of the 13F portfolio, value $1,502,247.

    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 27,388 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,035,433.

    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).