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Disclosery

Peterson Wealth Services: PHM position timeline

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

Peterson Wealth Services held 1,793 PHM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,793 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $246,042.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 1,792 shares
    Change vs previous 13F +344 shares

    0.05% of the 13F portfolio, value $210,755.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 1,448 shares
    Change vs previous 13F +1,268 shares

    0.04% of the 13F portfolio, value $169,835.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 180 shares
    Change vs previous 13F -1,206 shares

    0.05% of the 13F portfolio, value $191,311.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 1,386 shares
    Change vs previous 13F -164 shares

    0.04% of the 13F portfolio, value $146,200.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 1,550 shares
    Change vs previous 13F -7 shares

    0.05% of the 13F portfolio, value $159,324.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 1,557 shares
    Change vs previous 13F -407 shares

    0.05% of the 13F portfolio, value $169,579.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    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 1,964 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $281,860.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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