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Disclosery

Merit Financial Group, LLC: PHM position timeline

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

Merit Financial Group, LLC held 31,168 PHM shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 31,168 shares
    Change vs previous 13F +2,628 shares

    0.03% of the 13F portfolio, value $4,276,602.

    13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, LLC
    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 28,540 shares
    Change vs previous 13F +1,431 shares

    0.02% of the 13F portfolio, value $3,356,592.

    13F-HR 0001621225-26-000005 filed by Merit Financial Group, 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 27,109 shares
    Change vs previous 13F +5,663 shares

    0.03% of the 13F portfolio, value $3,178,872.

    13F-HR 0001621225-26-000003 filed by Merit Financial Group, 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/A 21,446 shares
    Change vs previous 13F +1,278 shares

    0.03% of the 13F portfolio, value $2,833,530.

    13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, 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 20,168 shares
    Change vs previous 13F +4,780 shares

    0.02% of the 13F portfolio, value $2,126,902.

    13F-HR 0001621225-25-000006 filed by Merit Financial Group, 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 15,388 shares
    Change vs previous 13F +2,613 shares

    0.02% of the 13F portfolio, value $1,581,836.

    13F-HR 0001621225-25-000003 filed by Merit Financial Group, 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 12,775 shares
    Change vs previous 13F +10,299 shares

    0.03% of the 13F portfolio, value $1,391,153.

    13F-HR 0001621225-25-000002 filed by Merit Financial Group, 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 2,476 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $355,310.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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