Stratos Wealth Partners, LTD.: PHM position timeline

Stratos Wealth Partners, LTD. held 1,947 PHM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,947 shares

   Change vs previous 13F -3,104 shares

   0.01% of the 13F portfolio, value $267,265.

   13F-HR 0001707202-26-000004 filed by Stratos Wealth Advisors, LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   • Stratos Wealth Partners, LTD.: 0 shares
   • Stratos Wealth Advisors, LLC: 1,947 shares

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

2. period ended2026-03-31

   13F 5,051 shares

   Change vs previous 13F +959 shares

   0.01% of the 13F portfolio, value $594,183.

   13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • Stratos Wealth Partners, LTD.: 3,104 shares
   • Stratos Wealth Advisors, LLC: 1,947 shares

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

3. period ended2025-12-31

   13F 4,092 shares

   Change vs previous 13F -142 shares

   <0.01% of the 13F portfolio, value $479,892.

   13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • Stratos Wealth Partners, LTD.: 2,074 shares
   • Stratos Wealth Advisors, LLC: 2,018 shares

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

4. period ended2025-09-30

   13F 4,234 shares

   Change vs previous 13F +222 shares

   0.01% of the 13F portfolio, value $559,471.

   13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • Stratos Wealth Partners, LTD.: 2,141 shares
   • Stratos Wealth Advisors, LLC: 2,093 shares

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

5. period ended2025-06-30

   13F 4,012 shares

   Change vs previous 13F -4,365 shares

   <0.01% of the 13F portfolio, value $423,211.

   13F-HR 0001085146-25-004228 filed by Stratos Wealth Advisors, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • Stratos Wealth Partners, LTD.: 1,900 shares
   • Stratos Wealth Advisors, LLC: 2,112 shares

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

6. period ended2025-03-31

   13F 8,377 shares

   Change vs previous 13F -3,995 shares

   0.01% of the 13F portfolio, value $861,271.

   13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • Stratos Wealth Partners, LTD.: 6,252 shares
   • Stratos Wealth Advisors, LLC: 2,125 shares

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

7. period ended2024-12-31

   13F 12,372 shares

   Change vs previous 13F +754 shares

   0.01% of the 13F portfolio, value $1,347,475.

   13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • Stratos Wealth Partners, LTD.: 10,234 shares
   • Stratos Wealth Advisors, LLC: 2,138 shares

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

8. period ended2024-09-30

   13F 11,618 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $1,667,604.

   13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   • Stratos Wealth Partners, LTD.: 9,478 shares
   • Stratos Wealth Advisors, LLC: 2,140 shares

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