Position in PHM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$690,440
+$68,872 QoQ
Shares Held
5,032
-4.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#519
of 1,035 holders
Holding Since
Jun 2020
23 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, 2026Keebeck Wealth Management holds $1,886,467 across 2 Residential Construction names. PHM ranks #2 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
7,343 | $1,196,027 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
5,032 | $690,440 |
All Filings in PHM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,440 | 5,032 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $621,568 | 5,285 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $569,414 | 4,856 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $633,695 | 4,796 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $485,326 | 4,602 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $474,936 | 4,620 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $630,748 | 5,792 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $808,073 | 5,630 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $655,205 | 5,951 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $717,447 | 5,948 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $613,952 | 5,948 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $409,052 | 5,524 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $429,104 | 5,524 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $321,938 | 5,524 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $247,410 | 5,434 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $203,250 | 5,420 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $214,794 | 5,420 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $226,846 | 5,414 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $309,178 | 5,409 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $248,381 | 5,409 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $295,169 | 5,409 | Shares | Sole | 2021-08-16 | |
| 2020-09-30 | $250,382 | 5,409 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $184,068 | 5,409 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||