Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: PHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on PHM, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 8,250 PHM shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 8,250 shares
    Change vs previous 13F +583 shares

    <0.01% of the 13F portfolio, value $870,042.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 7,667 shares
    Change vs previous 13F -4,226 shares

    <0.01% of the 13F portfolio, value $788,149.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 11,893 shares
    Change vs previous 13F -241 shares

    0.01% of the 13F portfolio, value $1,295,174.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 12,134 shares
    Change vs previous 13F -5,060 shares

    0.01% of the 13F portfolio, value $1,741,599.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 17,194 shares
    Change vs previous 13F +14,229 shares

    0.01% of the 13F portfolio, value $1,893,112.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 2,965 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $357,637.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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