Aaron Wealth Advisors LLC: PHM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on PHM, newest first. How the timeline and the estimate are built.
Aaron Wealth Advisors LLC held 4,151 PHM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 4,151 sharesChange vs previous 13F +259 shares
0.03% of the 13F portfolio, value $569,559.
13F-HR 0001172661-26-002640 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,892 sharesChange vs previous 13F -3,109 shares
0.03% of the 13F portfolio, value $457,738.
13F-HR 0001172661-26-001518 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,001 sharesChange vs previous 13F -3,565 shares
0.05% of the 13F portfolio, value $820,937.
13F-HR 0001172661-26-000232 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,566 sharesChange vs previous 13F +6,933 shares
0.08% of the 13F portfolio, value $1,396,086.
13F-HR 0001172661-25-004156 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,633 sharesChange vs previous 13F +281 shares
0.04% of the 13F portfolio, value $383,136.
13F-HR 0001172661-25-002506 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,352 sharesChange vs previous 13F +1,201 shares
0.04% of the 13F portfolio, value $344,586.
13F-HR 0001172661-25-001544 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,151 sharesChange vs previous 13F +145 shares
0.03% of the 13F portfolio, value $234,244.
13F-HR 0001172661-25-000198 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,006 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $287,921.
13F-HR 0001172661-24-004302 filed by Aaron Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).