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Disclosery

AE Wealth Management LLC: PHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on PHM, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 12,732 PHM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,732 shares
    Change vs previous 13F +563 shares

    0.01% of the 13F portfolio, value $1,747,125.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    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 12,169 shares
    Change vs previous 13F +402 shares

    0.01% of the 13F portfolio, value $1,431,255.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    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 11,767 shares
    Change vs previous 13F -92,171 shares

    0.01% of the 13F portfolio, value $1,379,880.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    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 103,938 shares
    Change vs previous 13F +688 shares

    0.09% of the 13F portfolio, value $13,733,195.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    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 103,250 shares
    Change vs previous 13F +2,361 shares

    0.08% of the 13F portfolio, value $10,888,629.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    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 100,889 shares
    Change vs previous 13F -28 shares

    0.09% of the 13F portfolio, value $10,371,412.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    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 100,917 shares
    Change vs previous 13F +5,663 shares

    0.09% of the 13F portfolio, value $10,989,872.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    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 95,254 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $13,671,795.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).