Skip to content
Disclosery

Independent Advisor Alliance: PHM position timeline

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

Independent Advisor Alliance held 7,260 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 7,260 shares
    Change vs previous 13F +385 shares

    0.02% of the 13F portfolio, value $996,212.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 6,875 shares
    Change vs previous 13F +264 shares

    0.01% of the 13F portfolio, value $808,560.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 6,611 shares
    Change vs previous 13F -13 shares

    0.02% of the 13F portfolio, value $775,248.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 6,624 shares
    Change vs previous 13F +210 shares

    0.02% of the 13F portfolio, value $875,250.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 6,414 shares
    Change vs previous 13F -2,598 shares

    0.02% of the 13F portfolio, value $676,413.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 9,012 shares
    Change vs previous 13F -856 shares

    0.03% of the 13F portfolio, value $926,483.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 9,868 shares
    Change vs previous 13F +1,735 shares

    0.01% of the 13F portfolio, value $1,074,664.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 8,133 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,167,359.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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