Position in PHM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,881
+$412 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#984
of 1,035 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Asset Dedication, LLC holds $19,295 across 3 Residential Construction names. PHM ranks #2 (14.9% of the industry book) .
All Filings in PHM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,881 | 21 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,469 | 21 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $2,462 | 21 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,774 | 21 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $2,214 | 21 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $2,158 | 21 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,831 | 26 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,731 | 26 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $550 | 5 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1 | 5 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1 | 5 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $370 | 5 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $388 | 5 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $291 | 5 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $227 | 5 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||