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Focus Partners Wealth: PHM position timeline

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

Focus Partners Wealth held 74,418 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 74,418 shares
    Change vs previous 13F -10,803 shares

    0.01% of the 13F portfolio, value $10,211,866.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 85,221 shares
    Change vs previous 13F +1,867 shares

    0.01% of the 13F portfolio, value $10,064,171.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 83,354 shares
    Change vs previous 13F +70,149 shares

    0.01% of the 13F portfolio, value $9,776,544.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 13,205 shares
    Change vs previous 13F -615 shares

    <0.01% of the 13F portfolio, value $1,744,911.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 13,820 shares
    Change vs previous 13F +1,303 shares

    <0.01% of the 13F portfolio, value $1,457,653.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 12,517 shares
    Change vs previous 13F -913 shares

    <0.01% of the 13F portfolio, value $1,286,804.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 12,517 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  7. period ended2024-12-31
    13F/A 13,430 shares
    Change vs previous 13F +1,543 shares

    <0.01% of the 13F portfolio, value $1,462,489.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 10,403 shares
    • Focus Partners Advisor Solutions, LLC: 3,027 shares

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

  8. period ended2024-09-30
    13F 11,887 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,706,175.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 9,562 shares
    • Focus Partners Advisor Solutions, LLC: 2,325 shares

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