Position in PHM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$500,679
+$90,456 QoQ
Shares Held
3,649
+4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#586
of 1,035 holders
Holding Since
Sep 2024
5 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $1,453,345 across 4 Residential Construction names. PHM ranks #1 (34.5% of the industry book) .
All Filings in PHM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500,679 | 3,649 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $410,223 | 3,488 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $403,374 | 3,440 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $669,238 | 5,065 | Shares | Sole | 2025-10-23 | |
| 2024-09-30 | $462,453 | 3,222 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||