Kingsview Wealth Management, LLC: PHM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on PHM, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 1,598 PHM shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 1,598 sharesChange vs previous 13F -434 shares
<0.01% of the 13F portfolio, value $219,315.
13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,032 sharesChange vs previous 13F -2,453 shares
<0.01% of the 13F portfolio, value $238,996.
13F-HR 0001791965-26-000003 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,485 sharesChange vs previous 13F -490 shares
0.01% of the 13F portfolio, value $525,944.
13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,975 sharesChange vs previous 13F -84,380 shares
0.01% of the 13F portfolio, value $657,345.
13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 89,355 sharesChange vs previous 13F +167 shares
0.16% of the 13F portfolio, value $9,423,420.
13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 89,188 sharesChange vs previous 13F +86,014 shares
0.17% of the 13F portfolio, value $9,168,512.
13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,174 sharesChange vs previous 13F -412 shares
0.01% of the 13F portfolio, value $345,676.
13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,586 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $514,718.
13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).