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Disclosery

CreativeOne Wealth, LLC: PHM position timeline

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

CreativeOne Wealth, LLC held 3,578 PHM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,578 shares
    Change vs previous 13F -10,177 shares

    0.01% of the 13F portfolio, value $490,872.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, 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 13,755 shares
    Change vs previous 13F -1,006 shares

    0.04% of the 13F portfolio, value $1,617,711.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, 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 14,761 shares
    Change vs previous 13F +2,314 shares

    0.04% of the 13F portfolio, value $1,730,907.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, 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 12,447 shares
    Change vs previous 13F -7,087 shares

    0.04% of the 13F portfolio, value $1,644,646.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, 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 19,534 shares
    Change vs previous 13F +15,005 shares

    0.05% of the 13F portfolio, value $2,060,104.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, 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 4,529 shares
    Change vs previous 13F +294 shares

    0.01% of the 13F portfolio, value $465,653.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, 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 4,235 shares
    Change vs previous 13F -1,549 shares

    0.01% of the 13F portfolio, value $461,214.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, 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 5,784 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $830,087.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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