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Dana Investment Advisors, Inc.: PHM position timeline

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

Dana Investment Advisors, Inc. held 88,824 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 88,824 shares
    Change vs previous 13F -50,447 shares

    0.32% of the 13F portfolio, value $12,187,585.

    13F-HR 0001427514-26-000006 filed by Dana Investment Advisors, Inc.
    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 139,271 shares
    Change vs previous 13F -21,082 shares

    0.49% of the 13F portfolio, value $16,379,653.

    13F-HR 0001427514-26-000003 filed by Dana Investment Advisors, Inc.
    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 160,353 shares
    Change vs previous 13F -17,566 shares

    0.55% of the 13F portfolio, value $18,802,984.

    13F-HR 0001427514-26-000001 filed by Dana Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 177,919 shares
    Change vs previous 13F -1,737 shares

    0.69% of the 13F portfolio, value $23,508,427.

    13F-HR 0001427514-25-000009 filed by Dana Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 179,656 shares
    Change vs previous 13F -9,041 shares

    0.63% of the 13F portfolio, value $18,946,514.

    13F-HR 0001427514-25-000005 filed by Dana Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 188,697 shares
    Change vs previous 13F -615 shares

    0.69% of the 13F portfolio, value $19,398,043.

    13F-HR 0001427514-25-000004 filed by Dana Investment Advisors, Inc.
    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 189,312 shares
    Change vs previous 13F +3,201 shares

    0.68% of the 13F portfolio, value $20,616,068.

    13F-HR 0001427514-25-000001 filed by Dana Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 186,111 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $26,712,500.

    13F-HR 0001427514-24-000008 filed by Dana Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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