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Disclosery

Venturi Wealth Management, LLC: PHM position timeline

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

Venturi Wealth Management, LLC held 15,004 PHM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,004 shares
    Change vs previous 13F -497 shares

    0.08% of the 13F portfolio, value $2,058,591.

    13F-HR 0001666363-26-000004 filed by Venturi Wealth Management, 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 15,501 shares
    Change vs previous 13F -548 shares

    0.08% of the 13F portfolio, value $1,822,977.

    13F-HR 0001666363-26-000003 filed by Venturi Wealth Management, 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 16,049 shares
    Change vs previous 13F -72 shares

    0.08% of the 13F portfolio, value $1,881,806.

    13F-HR 0001666363-26-000001 filed by Venturi Wealth Management, 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 16,121 shares
    Change vs previous 13F -1,240 shares

    0.1% of the 13F portfolio, value $2,130,084.

    13F-HR 0001666363-25-000008 filed by Venturi Wealth Management, 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 17,361 shares
    Change vs previous 13F -956 shares

    0.09% of the 13F portfolio, value $1,830,901.

    13F-HR 0001666363-25-000006 filed by Venturi Wealth Management, 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 18,317 shares
    Change vs previous 13F +2,427 shares

    0.1% of the 13F portfolio, value $1,882,995.

    13F-HR 0001666363-25-000005 filed by Venturi Wealth Management, 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 15,890 shares
    Change vs previous 13F +228 shares

    0.09% of the 13F portfolio, value $1,730,427.

    13F-HR 0001666363-25-000004 filed by Venturi Wealth Management, 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 15,662 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,247,973.

    13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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