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Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

PHM holding history

Pultegroup Inc in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PHM overviewAll 13F holders of PHMFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2022
Holdings of PHM by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−450−100.0%Sold outHolders
Q1 2025450$46.3K<0.1%00.0%UnchangedHolders
Q4 2024450$49.0K<0.1%00.0%UnchangedHolders
Q3 2024450$64.6K<0.1%−5−1.1%ReducedHolders
Q2 2024455$50.1K<0.1%00.0%UnchangedHolders
Q1 2024455$54.9K<0.1%−3−0.7%ReducedHolders
Q4 2023458$47.3K<0.1%+453+9,060.0%AddedHolders
Q3 20235$372<0.1%00.0%UnchangedHolders
Q2 20235$390<0.1%00.0%UnchangedHolders
Q1 20235$293<0.1%00.0%UnchangedHolders
Q4 20225$228<0.1%+5NewHolders