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River Wealth Advisors LLC: PHM position timeline

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

River Wealth Advisors LLC held 26,978 PHM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 26,978 shares
    Change vs previous 13F -125 shares

    0.39% of the 13F portfolio, value $3,701,652.

    13F-HR/A 0001642570-26-000008 filed by River Wealth 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 27,103 shares
    Change vs previous 13F -720 shares

    0.37% of the 13F portfolio, value $3,187,584.

    13F-HR 0001642570-26-000005 filed by River Wealth 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 27,823 shares
    Change vs previous 13F -488 shares

    0.37% of the 13F portfolio, value $3,262,525.

    13F-HR 0001642570-26-000003 filed by River Wealth 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 28,311 shares
    Change vs previous 13F -2,307 shares

    0.44% of the 13F portfolio, value $3,740,775.

    13F-HR 0001642570-25-000011 filed by River Wealth 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 30,618 shares
    Change vs previous 13F -580 shares

    0.4% of the 13F portfolio, value $3,229,008.

    13F-HR 0001642570-25-000009 filed by River Wealth 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 31,198 shares
    Change vs previous 13F -436 shares

    0.45% of the 13F portfolio, value $3,207,187.

    13F-HR 0001642570-25-000006 filed by River Wealth 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 31,634 shares
    Change vs previous 13F -2,423 shares

    0.46% of the 13F portfolio, value $3,444,909.

    13F-HR 0001642570-25-000004 filed by River Wealth 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 34,057 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,888,156.

    13F-HR 0001642570-24-000009 filed by River Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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