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CAPTRUST FINANCIAL ADVISORS: PHM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,166,862 PHM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,166,862 shares
    Change vs previous 13F +9,872 shares

    0.25% of the 13F portfolio, value $160,105,175.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,156,990 shares
    Change vs previous 13F +79,326 shares

    0.24% of the 13F portfolio, value $136,061,942.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,077,664 shares
    Change vs previous 13F +16,287 shares

    0.24% of the 13F portfolio, value $126,366,900.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,061,377 shares
    Change vs previous 13F +67,770 shares

    0.29% of the 13F portfolio, value $140,239,808.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 993,607 shares
    Change vs previous 13F +14,082 shares

    0.23% of the 13F portfolio, value $104,785,770.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 979,525 shares
    Change vs previous 13F -17,445 shares

    0.25% of the 13F portfolio, value $100,695,149.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 996,970 shares
    Change vs previous 13F +39,274 shares

    0.31% of the 13F portfolio, value $108,570,024.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 957,696 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $137,458,128.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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