Position in DHI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,096,916
+$437,104 QoQ
Shares Held
12,874
+6.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#466
of 1,224 holders
Holding Since
Mar 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, 2026Heritage Trust Co holds $2,096,916 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
|
12,874 | $2,096,916 |
All Filings in DHI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,096,916 | 12,874 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,659,812 | 12,096 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,708,915 | 11,865 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,883,488 | 11,114 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,375,704 | 10,671 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,346,306 | 10,590 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,605,832 | 11,485 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $1,603,641 | 11,379 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,910,754 | 11,612 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $1,813,880 | 11,935 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,254,711 | 11,675 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $3,972,082 | 32,641 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $3,254,932 | 33,319 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $2,959,536 | 33,201 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $2,120,783 | 31,489 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $2,079,027 | 31,410 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $2,396,986 | 32,170 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $3,515,189 | 32,413 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $2,282,051 | 27,177 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $2,102,367 | 23,264 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $2,076,406 | 23,299 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $1,628,510 | 23,629 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $1,742,817 | 23,044 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,193,838 | 21,530 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $502,860 | 14,790 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||