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Waverly Advisors, LLC: PHM position timeline

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

Waverly Advisors, LLC held 51,668 PHM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,668 shares
    Change vs previous 13F -2,305 shares

    0.04% of the 13F portfolio, value $7,089,366.

    13F-HR 0001398344-26-014582 filed by Waverly 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 53,973 shares
    Change vs previous 13F -309 shares

    0.05% of the 13F portfolio, value $6,347,765.

    13F-HR 0001398344-26-009223 filed by Waverly 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 54,282 shares
    Change vs previous 13F +2,285 shares

    0.05% of the 13F portfolio, value $6,365,107.

    13F-HR 0001398344-26-003224 filed by Waverly 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 51,997 shares
    Change vs previous 13F +1,398 shares

    0.07% of the 13F portfolio, value $6,870,364.

    13F-HR 0001398344-25-020944 filed by Waverly 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 50,599 shares
    Change vs previous 13F +9,173 shares

    0.06% of the 13F portfolio, value $5,336,171.

    13F-HR 0001398344-25-015429 filed by Waverly 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 41,426 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,258,593.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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