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STRATEGIC WEALTH MANAGEMENT INC: PHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STRATEGIC WEALTH MANAGEMENT INC on PHM, newest first. How the timeline and the estimate are built.

STRATEGIC WEALTH MANAGEMENT INC held 32,158 PHM shares at 2021-12-31 per its 13F-HR filed 2022-02-07.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 32,158 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $1,838,000.

    13F-HR 0000849854-22-000001 filed by STRATEGIC WEALTH MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-09-30
    13F 32,158 shares
    Change vs previous 13F +1,379 shares

    0.77% of the 13F portfolio, value $1,477,000.

    13F-HR 0000849854-21-000007 filed by STRATEGIC WEALTH MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-06-30
    13F 30,779 shares
    Change vs previous 13F -1,088 shares

    0.91% of the 13F portfolio, value $1,680,000.

    13F-HR 0000849854-21-000006 filed by STRATEGIC WEALTH MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-03-31
    13F 31,867 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $1,671,000.

    13F-HR 0000849854-21-000005 filed by STRATEGIC WEALTH MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-12-31
    13F 31,867 shares
    Change vs previous 13F +1,000 shares

    0.84% of the 13F portfolio, value $1,374,000.

    13F-HR 0000849854-21-000003 filed by STRATEGIC WEALTH MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-09-30
    13F 30,867 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,429,000.

    13F-HR 0000849854-20-000005 filed by STRATEGIC WEALTH MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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