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Disclosery

Vest Financial, LLC: PHM position timeline

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

Vest Financial, LLC held 383,925 PHM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 383,925 shares
    Change vs previous 13F -129,951 shares

    0.55% of the 13F portfolio, value $52,678,348.

    13F-HR 0001709632-26-000006 filed by Vest Financial, 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 513,876 shares
    Change vs previous 13F +48,706 shares

    0.73% of the 13F portfolio, value $60,436,956.

    13F-HR 0001709632-26-000004 filed by Vest Financial, 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 465,170 shares
    Change vs previous 13F +49,765 shares

    0.69% of the 13F portfolio, value $54,545,834.

    13F-HR 0001709632-26-000002 filed by Vest Financial, 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 415,405 shares
    Change vs previous 13F +50,088 shares

    0.72% of the 13F portfolio, value $54,887,463.

    13F-HR 0001709632-25-000006 filed by Vest Financial, 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 365,317 shares
    Change vs previous 13F +52,594 shares

    0.55% of the 13F portfolio, value $38,526,332.

    13F-HR 0001085146-25-004177 filed by Vest Financial, 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 312,723 shares
    Change vs previous 13F +290,564 shares

    0.5% of the 13F portfolio, value $32,147,925.

    13F-HR 0001085146-25-002044 filed by Vest Financial, 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 22,159 shares
    Change vs previous 13F +11,682 shares

    0.04% of the 13F portfolio, value $2,413,115.

    13F-HR 0001085146-25-000544 filed by Vest Financial, 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 10,477 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,503,764.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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