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[SCHEDULE 13G/A] United Homes Group, Inc SEC Filing

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Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary

Schedule 13G/A (Amendment 2) for United Homes Group, Inc. (UHG) discloses that investment adviser Christopher M. Plahm exercises shared voting power over 2,794,481 common shares, equal to 13 % of the outstanding class, as of the event date 05 Aug 2025.

  • Tall Pines Capital, LLC holds 2,033,078 shares (9.4 %); no sole voting or dispositive power. It also owns 2,502,345 UHG warrants (UHGWW), which are not included in the ownership percentage.
  • Stonebridge Wealth Management, LLC holds 761,403 shares (3.5 %) plus 3,622,817 warrants; likewise no sole voting or dispositive power.

The filing is made under Rule 13d-1(b) indicating passive, investment-only intent; the signatory certifies no intent to influence control. All shares are held with shared voting authority; there is 0 sole power to vote or dispose. No other persons are reported to have beneficial ownership or control.

Schedule 13G/A (Emendamento 2) per United Homes Group, Inc. (UHG) rivela che il consulente d'investimento Christopher M. Plahm detiene un potere di voto condiviso su 2.794.481 azioni ordinarie, pari al 13% della classe in circolazione, alla data dell'evento 05 ago 2025.

  • Tall Pines Capital, LLC possiede 2.033.078 azioni (9,4%); senza potere di voto o dispositivo esclusivo. Detiene inoltre 2.502.345 warrant UHG (UHGWW), non inclusi nella percentuale di proprietà.
  • Stonebridge Wealth Management, LLC detiene 761.403 azioni (3,5%) più 3.622.817 warrant; anche in questo caso senza potere di voto o dispositivo esclusivo.

La dichiarazione è presentata ai sensi della Regola 13d-1(b), indicando un intento passivo e solo di investimento; il firmatario certifica l'assenza di intenzioni di influenzare il controllo. Tutte le azioni sono detenute con autorità di voto condivisa; non esiste potere esclusivo di voto o disposizione. Nessun'altra persona è segnalata come titolare effettivo o controllante.

Schedule 13G/A (Enmienda 2) para United Homes Group, Inc. (UHG) revela que el asesor de inversiones Christopher M. Plahm ejerce poder de voto compartido sobre 2,794,481 acciones comunes, equivalentes al 13 % de la clase en circulación, a la fecha del evento 05 de agosto de 2025.

  • Tall Pines Capital, LLC posee 2,033,078 acciones (9.4 %); sin poder exclusivo de voto o disposición. También posee 2,502,345 warrants de UHG (UHGWW), que no se incluyen en el porcentaje de propiedad.
  • Stonebridge Wealth Management, LLC posee 761,403 acciones (3.5 %) más 3,622,817 warrants; igualmente sin poder exclusivo de voto o disposición.

La presentación se realiza bajo la Regla 13d-1(b), indicando una intención pasiva y solo de inversión; el firmante certifica que no tiene intención de influir en el control. Todas las acciones se mantienen con autoridad de voto compartida; no hay poder exclusivo para votar o disponer. No se reporta que otras personas tengan propiedad beneficiaria o control.

Schedule 13G/A (수정 2) United Homes Group, Inc. (UHG) 관� 투자 자문갶 Christopher M. Plahm2,794,481 보통�� 대� 공동 의결권을 행사하며, 이는 발행 주식� 13%� 해당하며, 사건일자� 2025� 8� 5�입니�.

  • Tall Pines Capital, LLC� 2,033,078�(9.4%)� 보유하고 있으�, 단독 의결권이� 처분권은 없습니다. 또한 2,502,345개의 UHG 워런�(UHGWW)� 보유하고 있으�, 이는 소유 비율� 포함되지 않습니다.
  • Stonebridge Wealth Management, LLC� 761,403�(3.5%)와 3,622,817개의 워런트를 보유하고 있으�, � 역시 단독 의결권이� 처분권은 없습니다.

� 신고� Rule 13d-1(b)� 따라 수동적이� 투자 목적만의 의도� 나타내며, 서명자는 통제� 영향� 미칠 의도갶 없음� 증명합니�. 모든 주식은 공동 의결권으� 보유되며, 단독 권한은 0입니�. 다른 사람� 실질 소유권이� 통제� 갶� 것으� 보고되지 않았습니�.

Schedule 13G/A (Amendement 2) pour United Homes Group, Inc. (UHG) révèle que le conseiller en investissement Christopher M. Plahm exerce un pouvoir de vote 貹ٲé sur 2 794 481 actions ordinaires, soit 13 % de la catégorie en circulation, à la date de l'événement 05 août 2025.

  • Tall Pines Capital, LLC détient 2 033 078 actions (9,4 %) ; sans pouvoir exclusif de vote ou de disposition. Elle possède également 2 502 345 bons de souscription UHG (UHGWW), non inclus dans le pourcentage de détention.
  • Stonebridge Wealth Management, LLC détient 761 403 actions (3,5 %) ainsi que 3 622 817 bons de souscription ; là encore sans pouvoir exclusif de vote ou de disposition.

Le dépôt est effectué conformément à la règle 13d-1(b), indiquant une intention passive et uniquement d'investissement ; le signataire certifie ne pas avoir l'intention d'influencer le contrôle. Toutes les actions sont détenues avec un pouvoir de vote 貹ٲé ; il n'y a aucun pouvoir exclusif de voter ou de disposer. Aucune autre personne n'est signalée comme ayant une propriété bénéficiaire ou un contrôle.

Schedule 13G/A (Änderung 2) für United Homes Group, Inc. (UHG) offenbart, dass der Investmentberater Christopher M. Plahm gemeinsames Stimmrecht über 2.794.481 Stammaktien ausübt, was 13 % der ausstehenden Aktienklasse entspricht, zum Ereignisdatum 05. August 2025.

  • Tall Pines Capital, LLC hält 2.033.078 Aktien (9,4 %); kein alleiniges Stimm- oder Verfügungsrecht. Zudem besitzt es 2.502.345 UHG-Warrants (UHGWW), die nicht in der Eigentumsquote enthalten sind.
  • Stonebridge Wealth Management, LLC hält 761.403 Aktien (3,5 %) sowie 3.622.817 Warrants; ebenfalls ohne alleiniges Stimm- oder Verfügungsrecht.

Die Meldung erfolgt gemäß Regel 13d-1(b) und weist auf passive, rein investive Absicht hin; der Unterzeichner bestätigt keine Absicht zur Einflussnahme auf die Kontrolle. Alle Aktien werden mit gemeinsamem Stimmrecht gehalten; es besteht kein alleiniges Stimm- oder Verfügungsrecht. Es werden keine anderen Personen mit wirtschaftlichem Eigentum oder Kontrolle gemeldet.

Positive
  • None.
Negative
  • None.

Insights

TL;DR: 13 % passive stake by two advisers signals growing institutional interest; modestly positive for liquidity and sentiment.

This amendment shows Christopher M. Plahm, via Tall Pines Capital and Stonebridge Wealth Management, has aggregated 2.79 m UHG shares. Crossing the 10 % threshold makes the group a significant holder, improving the company’s institutional ownership profile and potentially increasing research coverage and liquidity. No activism is implied, as Rule 13d-1(b) is a passive filing and both entities disclaim control intent. The additional 6.1 m warrants could amplify future exposure but are not counted in the current 13 % figure. Overall market impact should be mildly positive: a sizeable, professionally managed position without governance pressure or dilution.

Schedule 13G/A (Emendamento 2) per United Homes Group, Inc. (UHG) rivela che il consulente d'investimento Christopher M. Plahm detiene un potere di voto condiviso su 2.794.481 azioni ordinarie, pari al 13% della classe in circolazione, alla data dell'evento 05 ago 2025.

  • Tall Pines Capital, LLC possiede 2.033.078 azioni (9,4%); senza potere di voto o dispositivo esclusivo. Detiene inoltre 2.502.345 warrant UHG (UHGWW), non inclusi nella percentuale di proprietà.
  • Stonebridge Wealth Management, LLC detiene 761.403 azioni (3,5%) più 3.622.817 warrant; anche in questo caso senza potere di voto o dispositivo esclusivo.

La dichiarazione è presentata ai sensi della Regola 13d-1(b), indicando un intento passivo e solo di investimento; il firmatario certifica l'assenza di intenzioni di influenzare il controllo. Tutte le azioni sono detenute con autorità di voto condivisa; non esiste potere esclusivo di voto o disposizione. Nessun'altra persona è segnalata come titolare effettivo o controllante.

Schedule 13G/A (Enmienda 2) para United Homes Group, Inc. (UHG) revela que el asesor de inversiones Christopher M. Plahm ejerce poder de voto compartido sobre 2,794,481 acciones comunes, equivalentes al 13 % de la clase en circulación, a la fecha del evento 05 de agosto de 2025.

  • Tall Pines Capital, LLC posee 2,033,078 acciones (9.4 %); sin poder exclusivo de voto o disposición. También posee 2,502,345 warrants de UHG (UHGWW), que no se incluyen en el porcentaje de propiedad.
  • Stonebridge Wealth Management, LLC posee 761,403 acciones (3.5 %) más 3,622,817 warrants; igualmente sin poder exclusivo de voto o disposición.

La presentación se realiza bajo la Regla 13d-1(b), indicando una intención pasiva y solo de inversión; el firmante certifica que no tiene intención de influir en el control. Todas las acciones se mantienen con autoridad de voto compartida; no hay poder exclusivo para votar o disponer. No se reporta que otras personas tengan propiedad beneficiaria o control.

Schedule 13G/A (수정 2) United Homes Group, Inc. (UHG) 관� 투자 자문갶 Christopher M. Plahm2,794,481 보통�� 대� 공동 의결권을 행사하며, 이는 발행 주식� 13%� 해당하며, 사건일자� 2025� 8� 5�입니�.

  • Tall Pines Capital, LLC� 2,033,078�(9.4%)� 보유하고 있으�, 단독 의결권이� 처분권은 없습니다. 또한 2,502,345개의 UHG 워런�(UHGWW)� 보유하고 있으�, 이는 소유 비율� 포함되지 않습니다.
  • Stonebridge Wealth Management, LLC� 761,403�(3.5%)와 3,622,817개의 워런트를 보유하고 있으�, � 역시 단독 의결권이� 처분권은 없습니다.

� 신고� Rule 13d-1(b)� 따라 수동적이� 투자 목적만의 의도� 나타내며, 서명자는 통제� 영향� 미칠 의도갶 없음� 증명합니�. 모든 주식은 공동 의결권으� 보유되며, 단독 권한은 0입니�. 다른 사람� 실질 소유권이� 통제� 갶� 것으� 보고되지 않았습니�.

Schedule 13G/A (Amendement 2) pour United Homes Group, Inc. (UHG) révèle que le conseiller en investissement Christopher M. Plahm exerce un pouvoir de vote 貹ٲé sur 2 794 481 actions ordinaires, soit 13 % de la catégorie en circulation, à la date de l'événement 05 août 2025.

  • Tall Pines Capital, LLC détient 2 033 078 actions (9,4 %) ; sans pouvoir exclusif de vote ou de disposition. Elle possède également 2 502 345 bons de souscription UHG (UHGWW), non inclus dans le pourcentage de détention.
  • Stonebridge Wealth Management, LLC détient 761 403 actions (3,5 %) ainsi que 3 622 817 bons de souscription ; là encore sans pouvoir exclusif de vote ou de disposition.

Le dépôt est effectué conformément à la règle 13d-1(b), indiquant une intention passive et uniquement d'investissement ; le signataire certifie ne pas avoir l'intention d'influencer le contrôle. Toutes les actions sont détenues avec un pouvoir de vote 貹ٲé ; il n'y a aucun pouvoir exclusif de voter ou de disposer. Aucune autre personne n'est signalée comme ayant une propriété bénéficiaire ou un contrôle.

Schedule 13G/A (Änderung 2) für United Homes Group, Inc. (UHG) offenbart, dass der Investmentberater Christopher M. Plahm gemeinsames Stimmrecht über 2.794.481 Stammaktien ausübt, was 13 % der ausstehenden Aktienklasse entspricht, zum Ereignisdatum 05. August 2025.

  • Tall Pines Capital, LLC hält 2.033.078 Aktien (9,4 %); kein alleiniges Stimm- oder Verfügungsrecht. Zudem besitzt es 2.502.345 UHG-Warrants (UHGWW), die nicht in der Eigentumsquote enthalten sind.
  • Stonebridge Wealth Management, LLC hält 761.403 Aktien (3,5 %) sowie 3.622.817 Warrants; ebenfalls ohne alleiniges Stimm- oder Verfügungsrecht.

Die Meldung erfolgt gemäß Regel 13d-1(b) und weist auf passive, rein investive Absicht hin; der Unterzeichner bestätigt keine Absicht zur Einflussnahme auf die Kontrolle. Alle Aktien werden mit gemeinsamem Stimmrecht gehalten; es besteht kein alleiniges Stimm- oder Verfügungsrecht. Es werden keine anderen Personen mit wirtschaftlichem Eigentum oder Kontrolle gemeldet.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G




Comment for Type of Reporting Person: Tall Pines Capital, LLC also owns 2,502,345 in UHGWW


SCHEDULE 13G




Comment for Type of Reporting Person: Stonebridge Wealth Management, LLC also owns 3,622,817 UHGWW


SCHEDULE 13G



TALL PINES CAPITAL, LLC
Signature:/s/ CHRISTOPHER M PLAHM
Name/Title:INVESMENT ADVISER
Date:07/16/2025
STONEBRIDGE WEALTH MANAGEMENT, LLC
Signature:/s/ CHRISTOPHER M PLAHM
Name/Title:INVESTMENT ADVISER
Date:07/16/2025

FAQ

How much of United Homes Group (UHG) does Tall Pines Capital own?

Tall Pines Capital, LLC holds 2,033,078 common shares, representing 9.4 % of the class.

What is the total stake disclosed in the Schedule 13G/A for UHG?

Christopher M. Plahm reports 2,794,481 shares with shared voting power, equal to 13 % of outstanding common stock.

Are the reporting persons seeking control of UHG?

No. The filing is under Rule 13d-1(b), and the certification states the securities were not acquired to influence control.

Do Tall Pines Capital and Stonebridge Wealth Management hold UHG warrants?

Yes. Tall Pines owns 2,502,345 warrants (UHGWW) and Stonebridge owns 3,622,817 warrants, excluded from the ownership percentage.

What voting power does the filer have over the shares?

The filer has shared voting power over all 2,794,481 shares and no sole voting or dispositive power.
UNITED HOMES GROUP INC

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237.34M
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42.65%
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Residential Construction
Operative Builders
United States
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