Position in KBH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$444,076
+$70,441 QoQ
Shares Held
7,095
-1.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#213
of 377 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KBH 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. KBH ranks #2 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
4,010 | $653,148 | |
| 2 | KBH |
Kb Home
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|
7,095 | $444,076 |
All Filings in KBH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,076 | 7,095 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $373,635 | 7,220 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $407,280 | 7,220 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $459,480 | 7,220 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $382,443 | 7,220 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $428,344 | 7,370 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $559,934 | 8,520 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $730,078 | 8,520 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $611,969 | 8,720 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||