Position in PHM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,332
-$14,368 QoQ
Shares Held
17
-88.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#993
of 1,035 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $4,253 across 3 Residential Construction names. PHM ranks #1 (54.8% of the industry book) .
All Filings in PHM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,332 | 17 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $16,700 | 142 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $16,240 | 154 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $2,775 | 27 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $17,206 | 158 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||