Position in PHM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,134
-$18,780 QoQ
Shares Held
52
-76.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#953
of 1,039 holders
Holding Since
Mar 2022
16 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, 2026Concord Wealth Partners holds $30,751 across 2 Residential Construction names. PHM ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
145 | $23,617 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
52 | $7,134 |
All Filings in PHM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,134 | 52 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $25,914 | 221 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $42,281 | 320 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $134,566 | 1,276 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $710,553 | 6,912 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $565,953 | 5,197 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $717,937 | 5,002 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $541,581 | 4,919 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $584,403 | 4,845 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $250,824 | 2,430 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $652,084 | 8,806 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $475,246 | 6,118 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $200,191 | 3,435 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,821 | 40 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $871 | 22 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,215 | 29 | Shares | Sole | 2022-04-20 | |
| No filing history on record for this holder in this stock. | ||||||