Position in PHM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$990,655
+$256,769 QoQ
Shares Held
7,220
+15.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#468
of 1,035 holders
Holding Since
Dec 2023
11 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, 2026Compound Planning, Inc. holds $3,173,536 across 3 Residential Construction names. PHM ranks #2 (31.2% of the industry book) .
All Filings in PHM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $990,655 | 7,220 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $733,886 | 6,240 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $749,876 | 6,395 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $673,730 | 5,099 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $439,135 | 4,164 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $417,676 | 4,063 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $449,103 | 4,124 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $714,779 | 4,980 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $492,917 | 4,477 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $492,370 | 4,082 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $396,468 | 3,841 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||