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Disclosery

Elk River Wealth Management LLC: PHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elk River Wealth Management LLC on PHM, newest first. How the timeline and the estimate are built.

Elk River Wealth Management LLC held 53,417 PHM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,417 shares
    Change vs previous 13F -5,384 shares

    1.17% of the 13F portfolio, value $7,343,260.

    13F-HR 0001951757-26-001253 filed by Elk River Wealth Management LLC
    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 58,801 shares
    Change vs previous 13F -22,103 shares

    1.15% of the 13F portfolio, value $6,930,927.

    13F-HR 0001951757-26-000635 filed by Elk River Wealth Management LLC
    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 80,904 shares
    Change vs previous 13F -1,669 shares

    1.53% of the 13F portfolio, value $9,495,774.

    13F-HR 0001951757-26-000383 filed by Elk River Wealth Management LLC
    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 82,573 shares
    Change vs previous 13F -927 shares

    1.75% of the 13F portfolio, value $10,928,485.

    13F-HR 0001951757-25-001188 filed by Elk River Wealth Management LLC
    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 83,500 shares
    Change vs previous 13F -1,077 shares

    1.52% of the 13F portfolio, value $8,824,269.

    13F-HR 0001951757-25-000614 filed by Elk River Wealth Management LLC
    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 84,577 shares
    Change vs previous 13F +228 shares

    1.63% of the 13F portfolio, value $8,713,134.

    13F-HR 0001951757-25-000297 filed by Elk River Wealth Management LLC
    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 84,349 shares
    Change vs previous 13F -301 shares

    1.67% of the 13F portfolio, value $9,203,894.

    13F-HR 0001951757-25-000164 filed by Elk River Wealth Management LLC
    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 84,650 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $12,166,487.

    13F-HR 0001951757-24-001013 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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