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MERCER GLOBAL ADVISORS INC /ADV: PFSI position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 14,629 PFSI 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 14,629 shares
    Change vs previous 13F +708 shares

    <0.01% of the 13F portfolio, value $1,274,213.

    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 13,921 shares
    Change vs previous 13F +3,754 shares

    <0.01% of the 13F portfolio, value $1,216,703.

    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 10,167 shares
    Change vs previous 13F +504 shares

    <0.01% of the 13F portfolio, value $1,340,423.

    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 9,663 shares
    Change vs previous 13F -1,077 shares

    <0.01% of the 13F portfolio, value $1,197,014.

    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 10,740 shares
    Change vs previous 13F -1,193 shares

    <0.01% of the 13F portfolio, value $1,070,112.

    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 11,933 shares
    Change vs previous 13F -1,810 shares

    <0.01% of the 13F portfolio, value $1,194,592.

    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 13,743 shares
    Change vs previous 13F -4,324 shares

    <0.01% of the 13F portfolio, value $1,403,720.

    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 18,067 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,026,034.

    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).