Position in PHM
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$3,018
-$6,743 QoQ
Shares Held
22
-73.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#978
of 1,035 holders
Holding Since
Jun 2024
7 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, 2026Dogwood Wealth Management LLC holds $25,558 across 4 Residential Construction names. PHM ranks #3 (11.8% 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 | $3,018 | 22 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $9,761 | 83 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,566 | 56 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,984 | 68 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $316 | 3 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,542 | 15 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $6,716 | 61 | Shares | Sole | 2025-03-04 | |
| No filing history on record for this holder in this stock. | ||||||