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Disclosery

Concord Wealth Partners: PHM position timeline

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

Concord Wealth Partners held 52 PHM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52 shares
    Change vs previous 13F +52 shares

    <0.01% of the 13F portfolio, value $7,135.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    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 0 shares
    Change vs previous 13F -221 shares

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 221 shares
    Change vs previous 13F -99 shares

    <0.01% of the 13F portfolio, value $25,914.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    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 320 shares
    Change vs previous 13F -956 shares

    0.01% of the 13F portfolio, value $42,282.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    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 1,276 shares
    Change vs previous 13F -13,054 shares

    0.02% of the 13F portfolio, value $134,567.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 1,276 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  6. period ended2025-03-31
    13F 14,330 shares
    Change vs previous 13F +3,970 shares

    0.14% of the 13F portfolio, value $1,460,215.

    13F-HR 0002031885-25-000002 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 6,912 shares
    • Concord Asset Management, LLC/VA: 7,418 shares

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

  7. period ended2024-12-31
    13F 10,360 shares
    Change vs previous 13F +200 shares

    0.11% of the 13F portfolio, value $1,128,311.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 5,197 shares
    • Concord Asset Management, LLC/VA: 5,163 shares

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

  8. period ended2024-09-30
    13F 10,160 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,458,334.

    13F-HR 0002031885-24-000012 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 5,002 shares
    • Concord Asset Management, LLC/VA: 5,158 shares

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