Position in PHM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$577,928
+$93,846 QoQ
Shares Held
4,212
+2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#555
of 1,039 holders
Holding Since
Dec 2024
7 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $1,821,153 across 3 Residential Construction names. PHM ranks #2 (31.7% of the industry book) .
All Filings in PHM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,928 | 4,212 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $484,082 | 4,116 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $476,779 | 4,066 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $506,454 | 3,833 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $370,059 | 3,509 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $296,475 | 2,884 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $224,334 | 2,060 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||