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MERCER GLOBAL ADVISORS INC /ADV: USHY position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 1,475,495 USHY 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 1,475,495 shares
    Change vs previous 13F +74,220 shares

    0.07% of the 13F portfolio, value $54,622,809.

    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 1,401,275 shares
    Change vs previous 13F +30,095 shares

    0.08% of the 13F portfolio, value $51,622,957.

    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 1,371,180 shares
    Change vs previous 13F +132,667 shares

    0.08% of the 13F portfolio, value $51,407,373.

    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 1,238,513 shares
    Change vs previous 13F +257,114 shares

    0.08% of the 13F portfolio, value $46,791,010.

    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 981,399 shares
    Change vs previous 13F +18,114 shares

    0.08% of the 13F portfolio, value $36,812,277.

    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 963,285 shares
    Change vs previous 13F -367,131 shares

    0.08% of the 13F portfolio, value $35,458,529.

    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 1,330,416 shares
    Change vs previous 13F +42,740 shares

    0.12% of the 13F portfolio, value $48,945,995.

    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 1,287,676 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $48,223,869.

    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).