Position in DHI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$23,617
+$2,589 QoQ
Shares Held
145
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,076
of 1,229 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DHI Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Concord Wealth Partners holds $30,751 across 2 Residential Construction names. DHI ranks #1 (76.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
This page
|
145 | $23,617 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
52 | $7,134 |
All Filings in DHI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,617 | 145 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $21,028 | 146 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $24,742 | 146 | Shares | Sole | 2025-11-05 | |
| 2024-03-31 | $39,656 | 241 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $36,627 | 241 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $32,133 | 299 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $36,385 | 299 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $25,692 | 263 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $31,644 | 355 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $27,932 | 422 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $28,760 | 386 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $49,127 | 453 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $24,855 | 296 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $34,882 | 386 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $33,954 | 381 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $16,609 | 241 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||