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MERITAGE PORTFOLIO MANAGEMENT: PHM position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 41,259 PHM shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 41,259 shares
    Change vs previous 13F -1,297 shares

    0.32% of the 13F portfolio, value $4,838,030.

    13F-HR 0000881432-26-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 42,556 shares
    Change vs previous 13F -5,012 shares

    0.37% of the 13F portfolio, value $5,622,924.

    13F-HR 0000881432-25-000015 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 47,568 shares
    Change vs previous 13F -717 shares

    0.32% of the 13F portfolio, value $5,016,521.

    13F-HR 0000881432-25-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 48,285 shares
    Change vs previous 13F -749 shares

    0.33% of the 13F portfolio, value $4,963,698.

    13F-HR 0000881432-25-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 49,034 shares
    Change vs previous 13F -545 shares

    0.33% of the 13F portfolio, value $5,339,803.

    13F-HR 0000881432-25-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 49,579 shares
    Change vs previous 13F -1,163 shares

    0.44% of the 13F portfolio, value $7,116,000.

    13F-HR 0000881432-24-000018 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 50,742 shares
    Change vs previous 13F -44,343 shares

    0.35% of the 13F portfolio, value $5,587,000.

    13F-HR 0000881432-24-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 95,085 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $11,469,000.

    13F-HR 0000881432-24-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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