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Disclosery

HENNESSY ADVISORS INC: PHM position timeline

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

HENNESSY ADVISORS INC held 20,200 PHM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,200 shares
    Change vs previous 13F -600 shares

    0.09% of the 13F portfolio, value $2,771,642.

    13F-HR 0000897069-26-001507 filed by HENNESSY 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 20,800 shares
    Change vs previous 13F -1,800 shares

    0.09% of the 13F portfolio, value $2,446,288.

    13F-HR 0000897069-26-000920 filed by HENNESSY 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 22,600 shares
    Change vs previous 13F -400 shares

    0.09% of the 13F portfolio, value $2,650,076.

    13F-HR 0000897069-26-000187 filed by HENNESSY 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 23,000 shares
    Change vs previous 13F +300 shares

    0.1% of the 13F portfolio, value $3,038,990.

    13F-HR 0000897069-25-001587 filed by HENNESSY 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 22,700 shares
    Change vs previous 13F -400 shares

    0.08% of the 13F portfolio, value $2,393,942.

    13F-HR 0000897069-25-001186 filed by HENNESSY 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 23,100 shares
    Change vs previous 13F -500 shares

    0.08% of the 13F portfolio, value $2,374,680.

    13F-HR 0000897069-25-000822 filed by HENNESSY 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 23,600 shares
    Change vs previous 13F -1,400 shares

    0.08% of the 13F portfolio, value $2,570,040.

    13F-HR 0000897069-25-000103 filed by HENNESSY 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 25,000 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,588,250.

    13F-HR 0000897069-24-001965 filed by HENNESSY ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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