Position in PHM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,701,651
+$514,068 QoQ
Shares Held
26,978
-0.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#288
of 1,035 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026River Wealth Advisors LLC holds $5,759,524 across 3 Residential Construction names. PHM ranks #1 (64.3% of the industry book) .
All Filings in PHM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,701,651 | 26,978 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,187,583 | 27,103 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,262,524 | 27,823 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,740,732 | 28,311 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,228,974 | 30,618 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,207,154 | 31,198 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,444,942 | 31,634 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,888,201 | 34,057 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,101,665 | 37,254 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,616,609 | 38,274 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,101,033 | 39,731 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,173,116 | 42,851 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,611,731 | 46,495 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,773,661 | 47,592 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,221,909 | 48,801 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,846,462 | 49,239 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,103,203 | 53,071 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,307,558 | 55,073 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,215,935 | 56,262 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,608,761 | 56,811 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,115,183 | 57,086 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,059,716 | 58,347 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,553,738 | 59,224 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,761,846 | 59,664 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,181,901 | 64,117 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,424,395 | 63,817 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||