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Disclosery

Keebeck Wealth Management: PHM position timeline

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

Keebeck Wealth Management held 5,032 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 5,032 shares
    Change vs previous 13F -253 shares

    0.07% of the 13F portfolio, value $691,768.

    13F-HR 0001172661-26-003296 filed by Keebeck Wealth Management
    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 5,285 shares
    Change vs previous 13F +429 shares

    0.07% of the 13F portfolio, value $622,965.

    13F-HR 0001172661-26-001942 filed by Keebeck Wealth Management
    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 4,856 shares
    Change vs previous 13F +60 shares

    0.07% of the 13F portfolio, value $570,692.

    13F-HR 0001172661-26-000927 filed by Keebeck Wealth Management
    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 4,796 shares
    Change vs previous 13F +194 shares

    0.08% of the 13F portfolio, value $634,768.

    13F-HR 0001172661-25-004934 filed by Keebeck Wealth Management
    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 4,602 shares
    Change vs previous 13F -18 shares

    0.06% of the 13F portfolio, value $486,344.

    13F-HR 0001172661-25-003388 filed by Keebeck Wealth Management
    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 4,620 shares
    Change vs previous 13F -1,172 shares

    0.07% of the 13F portfolio, value $475,970.

    13F-HR 0001172661-25-001975 filed by Keebeck Wealth Management
    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 5,792 shares
    Change vs previous 13F +162 shares

    0.09% of the 13F portfolio, value $632,021.

    13F-HR 0001172661-25-000854 filed by Keebeck Wealth Management
    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 5,630 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $809,254.

    13F-HR 0001172661-24-004848 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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