Position in PHM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$318,464
+$102,180 QoQ
Shares Held
2,321
+26.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#675
of 1,035 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $955,564 across 3 Residential Construction names. PHM ranks #2 (33.3% of the industry book) .
All Filings in PHM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,464 | 2,321 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $216,284 | 1,839 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $220,097 | 1,877 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $294,649 | 2,230 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $236,968 | 2,247 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $281,070 | 2,581 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $462,166 | 3,220 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $372,688 | 3,385 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $539,412 | 4,472 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $429,808 | 4,164 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $331,151 | 4,472 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $262,014 | 3,373 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $200,075 | 3,433 | Shares | Sole | 2023-05-17 | |
| 2022-03-31 | $216,664 | 5,171 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $258,363 | 4,520 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $209,165 | 4,555 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $241,035 | 4,417 | Shares | Other | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||