Position in DHI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$653,148
+$58,986 QoQ
Shares Held
4,010
-7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#678
of 1,224 holders
Holding Since
Jun 2024
9 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, 2026Heritage Wealth Management, Inc. holds $1,097,224 across 2 Residential Construction names. DHI ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
This page
|
4,010 | $653,148 | |
| 2 | KBH |
Kb Home
|
7,095 | $444,076 |
All Filings in DHI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $653,148 | 4,010 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $594,162 | 4,330 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $623,649 | 4,330 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $733,805 | 4,330 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $601,282 | 4,664 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $622,937 | 4,900 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $743,143 | 5,315 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,013,942 | 5,315 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $844,170 | 5,990 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||