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Orion Porfolio Solutions, LLC: PHM position timeline

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

Orion Porfolio Solutions, LLC held 30,374 PHM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,374 shares
    Change vs previous 13F -1,735 shares

    0.03% of the 13F portfolio, value $4,167,669.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 32,109 shares
    Change vs previous 13F -2,860 shares

    0.03% of the 13F portfolio, value $3,776,322.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 34,969 shares
    Change vs previous 13F -9,721 shares

    0.03% of the 13F portfolio, value $4,100,455.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 44,690 shares
    Change vs previous 13F +6,884 shares

    0.05% of the 13F portfolio, value $5,904,871.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 37,806 shares
    Change vs previous 13F +3,818 shares

    0.03% of the 13F portfolio, value $3,987,085.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 33,988 shares
    Change vs previous 13F +1,539 shares

    0.03% of the 13F portfolio, value $3,493,884.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 32,449 shares
    Change vs previous 13F +1,429 shares

    0.04% of the 13F portfolio, value $3,533,692.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 31,020 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,452,328.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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