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Livermore
Livermore
ZHEN

Asset Dedication, LLC

SEC CIK
0001475896
Latest filing
Jul 30, 2026

PHM holding history

Pultegroup Inc in every 13F filed by Asset Dedication, 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 2026)
21
Value
$2.88K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of PHM by Asset Dedication, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621$2.88K<0.1%00.0%UnchangedHolders
Q1 202621$2.47K<0.1%00.0%UnchangedHolders
Q4 202521$2.46K<0.1%00.0%UnchangedHolders
Q3 202521$2.77K<0.1%00.0%UnchangedHolders
Q2 202521$2.21K<0.1%00.0%UnchangedHolders
Q1 202521$2.16K<0.1%−5−19.2%ReducedHolders
Q4 202426$2.83K<0.1%00.0%UnchangedHolders
Q3 202426$3.73K<0.1%+21+420.0%AddedHolders
Q2 20245$551<0.1%00.0%UnchangedHolders
Q1 20245$1.00K<0.1%00.0%UnchangedHolders
Q4 20235$1.00K<0.1%00.0%UnchangedHolders
Q3 20235$00.0%00.0%UnchangedHolders
Q2 20235$00.0%00.0%UnchangedHolders
Q1 20235$00.0%00.0%UnchangedHolders
Q4 20225$00.0%+5NewHolders