Position in PHM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,018
-$439,429 QoQ
Shares Held
22
-99.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#979
of 1,032 holders
Holding Since
Dec 2021
9 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, 2026Ascentis Independent Advisors holds $5,786 across 2 Residential Construction names. PHM ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
22 | $3,018 | |
| 2 | DHI |
Horton D R Inc /De/
|
17 | $2,768 |
All Filings in PHM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,018 | 22 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $442,447 | 3,762 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $352,600 | 3,007 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $392,954 | 2,974 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $273,985 | 2,598 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $269,027 | 2,617 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $246,222 | 2,261 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $253,429 | 1,766 | Shares | Sole | 2024-10-29 | |
| 2021-12-31 | $1,271,924 | 22,252 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||