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Aptus Capital Advisors, LLC: PHM position timeline

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

Aptus Capital Advisors, LLC held 139,664 PHM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,664 shares
    Change vs previous 13F +3,785 shares

    0.14% of the 13F portfolio, value $19,163,335.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 135,879 shares
    Change vs previous 13F -1,556 shares

    0.13% of the 13F portfolio, value $15,980,768.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 137,435 shares
    Change vs previous 13F +5,176 shares

    0.14% of the 13F portfolio, value $16,115,666.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 132,259 shares
    Change vs previous 13F -12,445 shares

    0.16% of the 13F portfolio, value $17,475,413.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 144,704 shares
    Change vs previous 13F +10,077 shares

    0.15% of the 13F portfolio, value $15,260,496.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 134,627 shares
    Change vs previous 13F +9,847 shares

    0.16% of the 13F portfolio, value $13,839,680.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 124,780 shares
    Change vs previous 13F +13,739 shares

    0.16% of the 13F portfolio, value $13,590,282.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 111,041 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $15,937,715.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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