Ellis Investment Partners, LLC: PHM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ellis Investment Partners, LLC on PHM, newest first. How the timeline and the estimate are built.
Ellis Investment Partners, LLC held 23,312 PHM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 23,312 sharesChange vs previous 13F -10 shares
0.48% of the 13F portfolio, value $3,198,719.
13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 23,322 sharesChange vs previous 13F -2,736 shares
0.48% of the 13F portfolio, value $2,742,920.
13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,058 sharesChange vs previous 13F -310 shares
0.53% of the 13F portfolio, value $3,055,639.
13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 26,368 sharesChange vs previous 13F +58 shares
0.63% of the 13F portfolio, value $3,484,028.
13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,310 sharesChange vs previous 13F -13 shares
0.54% of the 13F portfolio, value $2,774,660.
13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 26,323 sharesChange vs previous 13F +724 shares
0.56% of the 13F portfolio, value $2,706,016.
13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,599 sharesChange vs previous 13F +14 shares
0.55% of the 13F portfolio, value $2,787,778.
13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 25,585 sharesChange vs previous 13F not available
0.72% of the 13F portfolio, value $3,672,157.
13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).