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Disclosery

Corient Private Wealth LP: PHM position timeline

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

Corient Private Wealth LP held 144,530 PHM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 144,530 shares
    Change vs previous 13F -37,179 shares

    0.03% of the 13F portfolio, value $19,831,032.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 140,490 shares
    • Corient IA LP: 4,040 shares

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

  2. period ended2026-03-31
    13F 181,709 shares
    Change vs previous 13F +55,186 shares

    0.03% of the 13F portfolio, value $21,277,316.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 177,669 shares
    • Corient IA LP: 4,040 shares

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

  3. period ended2025-12-31
    13F/A 126,523 shares
    Change vs previous 13F -3,240 shares

    0.02% of the 13F portfolio, value $14,841,346.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 121,523 shares
    • Corient IA LP: 5,000 shares

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

  4. period ended2025-09-30
    13F 129,763 shares
    Change vs previous 13F +14,584 shares

    0.03% of the 13F portfolio, value $17,145,732.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 124,763 shares
    • Corient IA LP: 5,000 shares

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

  5. period ended2025-06-30
    13F/A 115,179 shares
    Change vs previous 13F -800 shares

    0.02% of the 13F portfolio, value $12,146,879.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 110,179 shares
    • Corient IA LP: 5,000 shares

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

  6. period ended2025-03-31
    13F 115,979 shares
    Change vs previous 13F +1,855 shares

    0.02% of the 13F portfolio, value $11,922,965.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 110,979 shares
    • Corient IA LP: 5,000 shares

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

  7. period ended2024-12-31
    13F 114,124 shares
    Change vs previous 13F -27,443 shares

    0.02% of the 13F portfolio, value $12,427,804.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 141,567 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $20,319,179.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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