Pinnacle Wealth Planning Services, Inc.

Position in PHM — Pultegroup Inc/Mi/

CIK 1726752 MANSFIELD, OH

Position in PHM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$195,249

+$30,007 QoQ

Shares Held

1,423

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#782

of 1,035 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $1,418,032 across 14 Residential Construction names. PHM ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	2,546	$414,692
2	IBP	Installed Building Products, Inc.	1,075	$247,078
3	PHM	Pultegroup Inc/Mi/ This page	1,423	$195,249
4	MHO	M/I Homes, Inc.	700	$112,553
5	MTH	Meritage Homes CORP	1,342	$112,526
6	CVCO	Cavco Industries, Inc.	173	$106,287
7	SKY	Champion Homes, Inc.	1,064	$93,759
8	GRBK	Green Brick Partners, Inc.	697	$55,787

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$195,249	1,423	+1.3%	Shares	Sole	2026-08-07
2026-03-31	$165,242	1,405	+0.6%	Shares	Sole	2026-05-11
2025-12-31	$163,812	1,397	-19.1%	Shares	Sole	2026-02-13
2024-09-30	$247,876	1,727	-42.3%	Shares	Sole	2024-11-13
2024-06-30	$329,529	2,993	-29.8%	Shares	Sole	2024-08-09
2024-03-31	$514,203	4,263	+0.9%	Shares	Sole	2024-05-10
2023-12-31	$436,207	4,226	-10.8%	Shares	Sole	2024-02-08
2023-09-30	$350,700	4,736	-1.7%	Shares	Sole	2023-11-08
2023-06-30	$374,417	4,820	+0.8%	Shares	Sole	2023-08-07
2023-03-31	$278,752	4,783	-0.8%	Shares	Sole	2023-05-03
2022-12-31	$219,545	4,822	+276.4%	Shares	Sole	2023-02-13
2020-12-31	$55,236	1,281	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.