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Moran Wealth Management, LLC: PHM position timeline

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

Moran Wealth Management, LLC held 148,626 PHM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,626 shares
    Change vs previous 13F -8,426 shares

    0.56% of the 13F portfolio, value $20,392,974.

    13F-HR 0001965334-26-000004 filed by Moran Wealth Management, 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 157,052 shares
    Change vs previous 13F -13,741 shares

    0.57% of the 13F portfolio, value $18,470,886.

    13F-HR 0002085853-26-000507 filed by Moran Wealth Management, 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 170,793 shares
    Change vs previous 13F -5,598 shares

    0.61% of the 13F portfolio, value $20,027,187.

    13F-HR 0002085853-26-000091 filed by Moran Wealth Management, 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 176,391 shares
    Change vs previous 13F -4,948 shares

    0.7% of the 13F portfolio, value $23,306,552.

    13F-HR 0002085853-25-000149 filed by Moran Wealth Management, 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 181,339 shares
    Change vs previous 13F -9,288 shares

    0.59% of the 13F portfolio, value $19,124,014.

    13F-HR 0001667731-25-000988 filed by Moran Wealth Management, 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 190,627 shares
    Change vs previous 13F -57,553 shares

    0.66% of the 13F portfolio, value $19,596,456.

    13F-HR 0001667731-25-000498 filed by Moran Wealth Management, 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 248,180 shares
    Change vs previous 13F -6,906 shares

    0.86% of the 13F portfolio, value $27,026,802.

    13F-HR 0001667731-25-000219 filed by Moran Wealth Management, 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 255,086 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $36,612,494.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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