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MERCER GLOBAL ADVISORS INC /ADV: PHO position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 50,505 PHO 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 50,505 shares
    Change vs previous 13F +1,004 shares

    <0.01% of the 13F portfolio, value $3,488,913.

    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 49,501 shares
    Change vs previous 13F -1,536 shares

    <0.01% of the 13F portfolio, value $3,309,608.

    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 51,037 shares
    Change vs previous 13F +788 shares

    0.01% of the 13F portfolio, value $3,593,462.

    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 50,249 shares
    Change vs previous 13F -683 shares

    0.01% of the 13F portfolio, value $3,623,423.

    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 50,932 shares
    Change vs previous 13F -1,398 shares

    0.01% of the 13F portfolio, value $3,560,670.

    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 52,330 shares
    Change vs previous 13F +881 shares

    0.01% of the 13F portfolio, value $3,376,333.

    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 51,449 shares
    Change vs previous 13F +2,822 shares

    0.01% of the 13F portfolio, value $3,384,837.

    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 48,627 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,404,407.

    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).