Skip to content
Disclosery

MERCER GLOBAL ADVISORS INC /ADV: UWMC position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 98,310 UWMC 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 98,310 shares
    Change vs previous 13F +25,427 shares

    <0.01% of the 13F portfolio, value $225,131.

    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 72,883 shares
    Change vs previous 13F -53,368 shares

    <0.01% of the 13F portfolio, value $263,837.

    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 126,251 shares
    Change vs previous 13F +55,437 shares

    <0.01% of the 13F portfolio, value $552,980.

    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 70,814 shares
    Change vs previous 13F +50,500 shares

    <0.01% of the 13F portfolio, value $431,258.

    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 20,314 shares
    Change vs previous 13F -24,756 shares

    <0.01% of the 13F portfolio, value $84,100.

    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 45,070 shares
    Change vs previous 13F +15,056 shares

    <0.01% of the 13F portfolio, value $246,082.

    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 30,014 shares
    Change vs previous 13F +6,181 shares

    <0.01% of the 13F portfolio, value $176,182.

    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 23,833 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $198,532.

    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).