Current Market Value 62,554,464
Current Holdings 9
Most Recent File Date 2024-05-14
Total Filings on Record 41
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Mercer Investment Management, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2024-05-14 2024-03-31 13F-HR 9 62,554
2024-02-12 2023-12-31 13F-HR 9 75,677
2023-11-09 2023-09-30 13F-HR 11 62,504
2023-08-11 2023-06-30 13F-HR 11 69,034
2023-05-11 2023-03-31 13F-HR 10 64,272
2023-02-10 2022-12-31 13F-HR 9 58,388
2022-11-03 2022-09-30 13F-HR 10 51,894
2022-07-26 2022-06-30 13F-HR 10 50,063
2022-05-16 2022-03-31 13F-HR 9 63,084
2022-02-11 2021-12-31 13F-HR 9 64,571
2021-11-10 2021-09-30 13F-HR 8 46,269
2021-08-16 2021-06-30 13F-HR 7 44,296
2021-05-14 2021-03-31 13F-HR 4 21,416
2021-02-16 2020-12-31 13F-HR 2 7,443
2020-11-13 2020-09-30 13F-HR 2 6,628
2020-08-13 2020-06-30 13F-HR 2 6,077
2020-05-14 2020-03-31 13F-HR 2 5,121
2020-02-13 2019-12-31 13F-HR 2 5,756
2019-11-13 2019-09-30 13F-HR 2 4,844
2019-08-13 2019-06-30 13F-HR 2 4,731
2019-05-15 2019-03-31 13F-HR 3 5,290
2019-02-13 2018-12-31 13F-HR 3 4,492
2018-11-13 2018-09-30 13F-HR 4 5,310
2018-08-10 2018-06-30 13F-HR 4 7,612
2018-05-09 2018-03-31 13F-HR 4 25,467
2018-02-09 2017-12-31 13F-HR 5 37,085
2017-11-14 2017-09-30 13F-HR 5 53,522
2017-08-11 2017-06-30 13F-HR 5 44,591
2017-05-12 2017-03-31 13F-HR 5 51,547
2017-02-13 2016-12-31 13F-HR 8 54,758
2016-11-14 2016-09-30 13F-HR 8 171,026
2016-08-12 2016-06-30 13F-HR 10 85,852
2016-05-05 2016-03-31 13F-HR 10 101,496
2016-02-08 2015-12-31 13F-HR 11 125,085
2015-11-12 2015-09-30 13F-HR 10 122,143
2015-08-14 2015-06-30 13F-HR 10 151,803
2015-05-15 2015-03-31 13F-HR 10 106,753
2015-02-13 2014-12-31 13F-HR 5 10,142
2014-02-13 2013-12-31 13F-HR 9 20,797
2013-11-12 2013-09-30 13F-HR 49 44,117,248
2013-08-12 2013-06-30 13F-HR 53 50,239