Position in DHI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$736,706
+$116,060 QoQ
Shares Held
4,523
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#651
of 1,222 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DHI Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Evercore Wealth Management, LLC holds $736,706 across 1 Residential Construction name. DHI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
This page
|
4,523 | $736,706 |
All Filings in DHI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $736,706 | 4,523 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $620,646 | 4,523 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $651,447 | 4,523 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $774,816 | 4,572 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $589,422 | 4,572 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $581,238 | 4,572 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $639,257 | 4,572 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $872,200 | 4,572 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $658,424 | 4,672 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $772,397 | 4,694 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $714,306 | 4,700 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $502,099 | 4,672 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $568,535 | 4,672 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $456,407 | 4,672 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $416,462 | 4,672 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $290,884 | 4,319 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $285,874 | 4,319 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $321,808 | 4,319 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $468,395 | 4,319 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $362,666 | 4,319 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $390,308 | 4,319 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $388,652 | 4,361 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $321,925 | 4,671 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $350,923 | 4,640 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $252,297 | 4,550 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||