Position in PHM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$548
New position
Shares Held
4
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,023
of 1,035 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Morton Brown Family Wealth, LLC holds $1,362 across 2 Residential Construction names. PHM ranks #2 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
5 | $814 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
4 | $548 |
All Filings in PHM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548 | 4 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||