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Disclosery

Financial Strategies Group, Inc.: PHM position timeline

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

Financial Strategies Group, Inc. held 71,627 PHM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,627 shares
    Change vs previous 13F +3,389 shares

    1.42% of the 13F portfolio, value $8,900,366.

    13F-HR 0001986152-26-000122 filed by Financial Strategies Group, 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 68,238 shares
    Change vs previous 13F +4,006 shares

    1.46% of the 13F portfolio, value $8,753,607.

    13F-HR 0001986152-26-000075 filed by Financial Strategies Group, 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 64,232 shares
    Change vs previous 13F +3,573 shares

    1.41% of the 13F portfolio, value $7,781,749.

    13F-HR 0001986152-26-000008 filed by Financial Strategies Group, 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 60,659 shares
    Change vs previous 13F -305 shares

    1.37% of the 13F portfolio, value $7,203,894.

    13F-HR 0001986152-25-000097 filed by Financial Strategies Group, 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 60,964 shares
    Change vs previous 13F +4,395 shares

    1.45% of the 13F portfolio, value $6,966,389.

    13F-HR 0001986152-25-000067 filed by Financial Strategies Group, 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 56,569 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $5,362,253.

    13F-HR 0001986152-25-000045 filed by Financial Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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