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MERCER GLOBAL ADVISORS INC /ADV: UTF position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 45,431 UTF 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 45,431 shares
    Change vs previous 13F +8,311 shares

    <0.01% of the 13F portfolio, value $1,253,384.

    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 37,120 shares
    Change vs previous 13F -454 shares

    <0.01% of the 13F portfolio, value $960,653.

    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 37,574 shares
    Change vs previous 13F +3,424 shares

    <0.01% of the 13F portfolio, value $905,908.

    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 34,150 shares
    Change vs previous 13F +2,102 shares

    <0.01% of the 13F portfolio, value $846,914.

    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 32,048 shares
    Change vs previous 13F +175 shares

    <0.01% of the 13F portfolio, value $863,697.

    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 31,873 shares
    Change vs previous 13F +14,306 shares

    <0.01% of the 13F portfolio, value $814,348.

    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 17,567 shares
    Change vs previous 13F -68,917 shares

    <0.01% of the 13F portfolio, value $422,304.

    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 86,484 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,246,869.

    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).