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Disclosery

Atria Investments, Inc: PHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Investments, Inc on PHM, newest first. How the timeline and the estimate are built.

Atria Investments, Inc held 24,889 PHM shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,889 shares
    Change vs previous 13F +11,567 shares

    0.03% of the 13F portfolio, value $2,888,593.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,322 shares
    Change vs previous 13F +727 shares

    0.02% of the 13F portfolio, value $1,827,975.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,595 shares
    Change vs previous 13F -1,463 shares

    0.02% of the 13F portfolio, value $1,481,354.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 14,058 shares
    Change vs previous 13F -11,233 shares

    0.02% of the 13F portfolio, value $1,648,422.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 25,291 shares
    Change vs previous 13F +12,086 shares

    0.04% of the 13F portfolio, value $3,341,729.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 13,205 shares
    Change vs previous 13F -2,139 shares

    0.02% of the 13F portfolio, value $1,392,588.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 15,344 shares
    Change vs previous 13F +3,139 shares

    0.02% of the 13F portfolio, value $1,577,398.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 12,205 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,329,122.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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