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Disclosery

Good Life Advisors, LLC: PFM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Good Life Advisors, LLC on PFM, newest first. How the timeline and the estimate are built.

Good Life Advisors, LLC held 7,234 PFM shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 7,234 shares
    Change vs previous 13F +905 shares

    0.02% of the 13F portfolio, value $348,458.

    13F-HR 0001085146-25-004710 filed by Good Life Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 6,329 shares
    Change vs previous 13F +190 shares

    0.02% of the 13F portfolio, value $289,722.

    13F-HR 0001085146-25-002145 filed by Good Life Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 6,139 shares
    Change vs previous 13F -5,759 shares

    0.02% of the 13F portfolio, value $281,545.

    13F-HR 0001085146-25-000666 filed by Good Life Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 11,898 shares
    Change vs previous 13F +5,955 shares

    0.03% of the 13F portfolio, value $553,850.

    13F-HR 0001085146-24-004944 filed by Good Life Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 5,943 shares
    Change vs previous 13F -1,339 shares

    0.02% of the 13F portfolio, value $253,587.

    13F-HR 0001085146-24-003080 filed by Good Life Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 7,282 shares
    Change vs previous 13F -1,515 shares

    0.03% of the 13F portfolio, value $309,988.

    13F-HR 0001085146-24-002191 filed by Good Life Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 8,797 shares
    Change vs previous 13F -594 shares

    0.03% of the 13F portfolio, value $350,917.

    13F-HR 0001085146-24-000279 filed by Good Life Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 9,391 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $343,077.

    13F-HR 0001085146-23-003813 filed by Good Life Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).