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Kestra Advisory Services, LLC: PHM position timeline

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

Kestra Advisory Services, LLC held 14,751 PHM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,751 shares
    Change vs previous 13F -6,712 shares

    <0.01% of the 13F portfolio, value $2,023,985.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,952 shares
    • Kestra Advisory Services, LLC: 8,486 shares
    • Kestra Investment Management, LLC: 3,313 shares

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

  2. period ended2026-03-31
    13F 21,463 shares
    Change vs previous 13F +1,791 shares

    0.01% of the 13F portfolio, value $2,524,197.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,914 shares
    • Kestra Advisory Services, LLC: 8,897 shares
    • Kestra Investment Management, LLC: 4,652 shares

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

  3. period ended2025-12-31
    13F 19,672 shares
    Change vs previous 13F +5,960 shares

    0.01% of the 13F portfolio, value $2,306,786.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,089 shares
    • Kestra Advisory Services, LLC: 8,494 shares
    • Kestra Investment Management, LLC: 3,089 shares

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

  4. period ended2025-09-30
    13F 13,712 shares
    Change vs previous 13F -909 shares

    0.01% of the 13F portfolio, value $1,811,753.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,960 shares
    • Kestra Advisory Services, LLC: 7,868 shares
    • Kestra Investment Management, LLC: 2,884 shares

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

  5. period ended2025-06-30
    13F/A 14,621 shares
    Change vs previous 13F +931 shares

    0.01% of the 13F portfolio, value $1,541,993.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,185 shares
    • Kestra Advisory Services, LLC: 8,779 shares
    • Kestra Investment Management, LLC: 2,657 shares

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

  6. period ended2025-03-31
    13F/A 13,690 shares
    Change vs previous 13F -6,528 shares

    <0.01% of the 13F portfolio, value $1,407,333.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,616 shares
    • Kestra Advisory Services, LLC: 7,457 shares
    • Kestra Investment Management, LLC: 2,617 shares

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

  7. period ended2024-12-31
    13F 20,218 shares
    Change vs previous 13F +992 shares

    0.01% of the 13F portfolio, value $2,204,969.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,616 shares
    • Kestra Advisory Services, LLC: 14,679 shares
    • Kestra Investment Management, LLC: 1,923 shares

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

  8. period ended2024-09-30
    13F 19,226 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,759,515.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,710 shares
    • Kestra Advisory Services, LLC: 14,734 shares
    • Kestra Investment Management, LLC: 1,782 shares

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