Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,390
+$627 QoQ
Shares Held
32
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#969
of 1,035 holders
Holding Since
Sep 2024
8 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, 2026Heritage Wealth Advisors holds $29,908 across 2 Residential Construction names. PHM ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
282 | $25,518 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
32 | $4,390 |
All Filings in PHM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,390 | 32 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,763 | 32 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,752 | 32 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,228 | 32 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,374 | 32 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,289 | 32 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,247 | 39 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,592 | 32 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||