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Disclosery

X-Square Capital, LLC: PHM position timeline

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

X-Square Capital, LLC held 10,467 PHM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,467 shares
    Change vs previous 13F -2 shares

    0.36% of the 13F portfolio, value $1,436,000.

    13F-HR 0001729300-26-000003 filed by X-Square Capital, 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 10,469 shares
    Change vs previous 13F -168 shares

    0.41% of the 13F portfolio, value $1,231,000.

    13F-HR 0001729300-26-000002 filed by X-Square Capital, 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 10,637 shares
    Change vs previous 13F -2 shares

    0.41% of the 13F portfolio, value $1,247,000.

    13F-HR 0001729300-26-000001 filed by X-Square Capital, 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 10,639 shares
    Change vs previous 13F -7 shares

    0.44% of the 13F portfolio, value $1,406,000.

    13F-HR 0001729300-25-000005 filed by X-Square Capital, 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 10,646 shares
    Change vs previous 13F -104 shares

    0.4% of the 13F portfolio, value $1,123,000.

    13F-HR 0001729300-25-000003 filed by X-Square Capital, 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 10,750 shares
    Change vs previous 13F -42 shares

    0.48% of the 13F portfolio, value $1,105,000.

    13F-HR 0001729300-25-000002 filed by X-Square Capital, 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 10,792 shares
    Change vs previous 13F -6 shares

    0.48% of the 13F portfolio, value $1,175,000.

    13F-HR 0001729300-25-000001 filed by X-Square Capital, 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 10,798 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,550,000.

    13F-HR 0001729300-24-000005 filed by X-Square Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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