Position in PHM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$600,430
+$126,345 QoQ
Shares Held
4,376
+8.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#547
of 1,035 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $3,473,776 across 3 Residential Construction names. PHM ranks #3 (17.3% of the industry book) .
All Filings in PHM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,430 | 4,376 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $474,085 | 4,031 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $528,139 | 4,504 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $378,179 | 3,586 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $263,065 | 2,559 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $281,942 | 2,589 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $406,046 | 2,829 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $269,965 | 2,452 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $245,702 | 2,037 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||