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BURNEY CO/: PHM position timeline

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

BURNEY CO/ held 4,000 PHM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,000 shares
    Change vs previous 13F -743 shares

    0.01% of the 13F portfolio, value $548,865.

    13F-HR 0000940445-26-000004 filed by BURNEY CO/
    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 4,743 shares
    Change vs previous 13F -11,805 shares

    0.02% of the 13F portfolio, value $557,846.

    13F-HR 0000940445-26-000003 filed by BURNEY CO/
    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 16,548 shares
    Change vs previous 13F -555 shares

    0.06% of the 13F portfolio, value $1,940,378.

    13F-HR 0000940445-26-000001 filed by BURNEY CO/
    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 17,103 shares
    Change vs previous 13F -31 shares

    0.07% of the 13F portfolio, value $2,259,773.

    13F-HR 0000940445-25-000011 filed by BURNEY CO/
    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 17,134 shares
    Change vs previous 13F -9,975 shares

    0.06% of the 13F portfolio, value $1,806,969.

    13F-HR 0000940445-25-000010 filed by BURNEY CO/
    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 27,109 shares
    Change vs previous 13F -70,608 shares

    0.1% of the 13F portfolio, value $2,786,834.

    13F-HR 0000940445-25-000004 filed by BURNEY CO/
    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 97,717 shares
    Change vs previous 13F -57,327 shares

    0.38% of the 13F portfolio, value $10,641,351.

    13F-HR 0000940445-25-000001 filed by BURNEY CO/
    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 155,044 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $22,253,490.

    13F-HR 0000940445-24-000018 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

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