Back to KBH
Heritage Wealth Management, Inc. → KBH
Heritage Wealth Management, Inc. KBH Position History
KB Home • Consumer Cyclical
Quarters held
5
Latest value
$330K
Q3 2026
Peak value
$459K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $459K |
| Q4 2025 | $407K |
| Q1 2026 | $374K |
| Q2 2026 | $444K |
| Q3 2026 | $330K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $330K | 7.1K | — | — |
| Q2 2026 | $444K | 7.1K | — | — |
| Q1 2026 | $374K | 7.2K | — | — |
| Q4 2025 | $407K | 7.2K | — | — |
| Q3 2025 | $459K | 7.2K | — | — |
Other funds holding KBH
$429.6M
$418.4M
$395.8M
$392.4M
$353.1M
$335.5M
$303.3M
$295.5M