Position in PHM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,488,591
+$228,283 QoQ
Shares Held
10,849
+1.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#394
of 1,035 holders
Holding Since
Jun 2023
13 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, 2026Aprio Wealth Management, LLC holds $2,700,485 across 3 Residential Construction names. PHM ranks #1 (55.1% of the industry book) .
All Filings in PHM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,488,591 | 10,849 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,260,308 | 10,716 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,268,987 | 10,822 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,161,686 | 8,792 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $782,091 | 7,416 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $528,289 | 5,139 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $677,793 | 6,224 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $912,133 | 6,355 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $697,703 | 6,337 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $601,531 | 4,987 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $369,837 | 3,583 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $257,397 | 3,476 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $217,193 | 2,796 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||