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Disclosery

Integrated Wealth Concepts LLC: PHM position timeline

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

Integrated Wealth Concepts LLC held 8,724 PHM shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 8,724 shares
    Change vs previous 13F -94 shares

    0.01% of the 13F portfolio, value $1,196,989.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 8,818 shares
    Change vs previous 13F +6,679 shares

    0.01% of the 13F portfolio, value $1,037,129.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 2,139 shares
    Change vs previous 13F -1,355 shares

    <0.01% of the 13F portfolio, value $250,781.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 3,494 shares
    Change vs previous 13F +630 shares

    <0.01% of the 13F portfolio, value $461,642.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 2,864 shares
    Change vs previous 13F +454 shares

    <0.01% of the 13F portfolio, value $302,031.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 2,410 shares
    Change vs previous 13F -1,416 shares

    <0.01% of the 13F portfolio, value $247,786.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 3,826 shares
    Change vs previous 13F -32 shares

    <0.01% of the 13F portfolio, value $416,636.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts 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 3,858 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $553,672.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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