Position in PHM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$18,934
-$14,467 QoQ
Shares Held
138
-51.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#898
of 1,035 holders
Holding Since
Sep 2020
7 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, 2026Golden State Wealth Management, LLC holds $96,083 across 4 Residential Construction names. PHM ranks #2 (19.7% of the industry book) .
All Filings in PHM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,934 | 138 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $33,401 | 284 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $56,753 | 484 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $54,041 | 409 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $43,133 | 409 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $85,377 | 784 | Shares | Sole | 2025-01-28 | |
| 2020-09-30 | $87,951 | 1,900 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||