Position in UFPI
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$3,215,553
-$435,531 QoQ
Shares Held
35,437
-10.6% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#99
of 384 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UFPI Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $7,787,444 across 3 Lumber & Wood Production names. UFPI ranks #2 (41.3% of the industry book) .
All Filings in UFPI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,215,553 | 35,437 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $3,651,084 | 39,634 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,471,281 | 38,125 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,487,550 | 37,304 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,289,412 | 33,106 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,562,077 | 33,278 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,558,726 | 31,591 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,486,594 | 34,194 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,744,608 | 33,434 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,154,488 | 41,903 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,094,065 | 40,574 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,914,752 | 38,230 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,023,495 | 31,154 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,260,603 | 28,446 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,146,961 | 27,091 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,819,297 | 25,212 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,676,720 | 24,607 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,773,291 | 22,982 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,814,253 | 19,718 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,227,378 | 18,055 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,261,549 | 16,970 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,145,639 | 15,106 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $781,088 | 14,061 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $742,541 | 13,140 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $389,495 | 7,867 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||