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MERCER GLOBAL ADVISORS INC /ADV: URI position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 20,506 URI 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 20,506 shares
    Change vs previous 13F -1,513 shares

    0.03% of the 13F portfolio, value $23,231,340.

    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 22,019 shares
    Change vs previous 13F -2,913 shares

    0.02% of the 13F portfolio, value $16,042,270.

    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 24,932 shares
    Change vs previous 13F +204 shares

    0.03% of the 13F portfolio, value $20,177,715.

    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 24,728 shares
    Change vs previous 13F +1,226 shares

    0.04% of the 13F portfolio, value $23,606,776.

    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 23,502 shares
    Change vs previous 13F -5,717 shares

    0.04% of the 13F portfolio, value $17,706,179.

    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 29,219 shares
    Change vs previous 13F +531 shares

    0.04% of the 13F portfolio, value $18,311,642.

    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 28,688 shares
    Change vs previous 13F -4,246 shares

    0.05% of the 13F portfolio, value $20,208,881.

    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 32,934 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $26,571,465.

    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).