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Disclosery

Ascent Group, LLC: PHM position timeline

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

Ascent Group, LLC held 15,172 PHM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,172 shares
    Change vs previous 13F +3,157 shares

    0.06% of the 13F portfolio, value $2,081,755.

    13F-HR 0001913231-26-000003 filed by Ascent Group, 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 12,015 shares
    Change vs previous 13F +828 shares

    0.05% of the 13F portfolio, value $1,413,087.

    13F-HR 0001913231-26-000002 filed by Ascent Group, 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 11,187 shares
    Change vs previous 13F +564 shares

    0.04% of the 13F portfolio, value $1,311,790.

    13F-HR 0001913231-26-000001 filed by Ascent Group, 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 10,623 shares
    Change vs previous 13F +3,313 shares

    0.05% of the 13F portfolio, value $1,403,625.

    13F-HR 0001913231-25-000006 filed by Ascent Group, 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 7,310 shares
    Change vs previous 13F +1,509 shares

    0.03% of the 13F portfolio, value $770,912.

    13F-HR 0001913231-25-000003 filed by Ascent Group, 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 5,801 shares
    Change vs previous 13F -12 shares

    0.03% of the 13F portfolio, value $596,342.

    13F-HR 0001913231-25-000002 filed by Ascent Group, 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 5,813 shares
    Change vs previous 13F +800 shares

    0.05% of the 13F portfolio, value $633,041.

    13F-HR 0001221073-25-000036 filed by Ascent Group, 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 5,013 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $719,518.

    13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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