Position in PHM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$37,732
+$5,390 QoQ
Shares Held
275
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#858
of 1,035 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $453,831 across 4 Residential Construction names. PHM ranks #3 (8.3% 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 | $37,732 | 275 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $32,342 | 275 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $32,246 | 275 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $30,654 | 232 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,553 | 138 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $445,618 | 4,092 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $366,288 | 2,552 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $256,202 | 2,327 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $213,497 | 1,770 | Shares | Sole | 2024-05-20 | |
| No filing history on record for this holder in this stock. | ||||||