Position in PHM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$304,743
+$51,059 QoQ
Shares Held
2,221
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#684
of 1,035 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Perigon Wealth Management, LLC holds $1,794,911 across 4 Residential Construction names. PHM ranks #3 (17.0% of the industry book) .
All Filings in PHM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,743 | 2,221 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $253,684 | 2,157 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $313,318 | 2,672 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $340,895 | 2,580 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $273,774 | 2,596 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $279,821 | 2,722 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $340,748 | 3,129 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $485,849 | 3,385 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $360,137 | 3,271 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $393,462 | 3,262 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $225,122 | 2,181 | Shares | Sole | 2024-01-29 | |
| 2020-12-31 | $113,879 | 2,641 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||