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Disclosery

NewEdge Advisors, LLC: PHM position timeline

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

NewEdge Advisors, LLC held 8,130 PHM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,130 shares
    Change vs previous 13F -1,580 shares

    <0.01% of the 13F portfolio, value $1,115,569.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 9,710 shares
    Change vs previous 13F +2,732 shares

    <0.01% of the 13F portfolio, value $1,141,949.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 6,978 shares
    Change vs previous 13F -4,299 shares

    <0.01% of the 13F portfolio, value $818,153.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 11,277 shares
    Change vs previous 13F -24,446 shares

    0.01% of the 13F portfolio, value $1,490,022.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 35,723 shares
    Change vs previous 13F +1,211 shares

    0.02% of the 13F portfolio, value $3,767,422.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 34,512 shares
    Change vs previous 13F +4,793 shares

    0.02% of the 13F portfolio, value $3,547,851.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 29,719 shares
    Change vs previous 13F -544 shares

    0.02% of the 13F portfolio, value $3,236,481.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 30,263 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,343,694.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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