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MERCER GLOBAL ADVISORS INC /ADV: PSO position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 73,671 PSO 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 73,671 shares
    Change vs previous 13F +11,365 shares

    <0.01% of the 13F portfolio, value $1,170,640.

    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 62,306 shares
    Change vs previous 13F +17,127 shares

    <0.01% of the 13F portfolio, value $818,073.

    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 45,179 shares
    Change vs previous 13F -28,049 shares

    <0.01% of the 13F portfolio, value $634,309.

    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 73,228 shares
    Change vs previous 13F +2,383 shares

    <0.01% of the 13F portfolio, value $1,036,908.

    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 70,845 shares
    Change vs previous 13F +27,055 shares

    <0.01% of the 13F portfolio, value $1,057,711.

    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 43,790 shares
    Change vs previous 13F +12,001 shares

    <0.01% of the 13F portfolio, value $701,080.

    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 31,789 shares
    Change vs previous 13F +14,159 shares

    <0.01% of the 13F portfolio, value $512,440.

    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 17,630 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $239,411.

    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).