Position in PHM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$480,509
+$45,117 QoQ
Shares Held
3,502
-5.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#600
of 1,039 holders
Holding Since
Sep 2020
15 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, 2026Planned Solutions, Inc. holds $1,111,600 across 3 Residential Construction names. PHM ranks #1 (43.2% of the industry book) .
All Filings in PHM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,509 | 3,502 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $435,392 | 3,702 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $434,096 | 3,702 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $445,938 | 3,375 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $370,902 | 3,517 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $314,259 | 3,057 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $332,907 | 3,057 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $438,771 | 3,057 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $336,575 | 3,057 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $368,735 | 3,057 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $284,577 | 2,757 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $204,155 | 2,757 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $222,164 | 2,860 | Shares | Sole | 2023-07-11 | |
| 2020-12-31 | $51,744 | 1,200 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $50,919 | 1,100 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||