Smith, Salley & Associates
- SEC CIK
- 0001482012
- Latest filing
- Jul 23, 2026
PHM holding history
Pultegroup Inc in every 13F filed by Smith, Salley & Associates, 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)
- 3,042
- Value
- $417.4K
- % of portfolio
- <0.1%
- Quarters held
- 20
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,042 | $417.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 3,042 | $357.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 3,042 | $356.7K | <0.1% | −407−11.8% | Reduced | Holders |
| Q3 2025 | 3,449 | $455.7K | <0.1% | −120−3.4% | Reduced | Holders |
| Q2 2025 | 3,569 | $376.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 3,569 | $366.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 3,569 | $388.7K | <0.1% | −280−7.3% | Reduced | Holders |
| Q3 2024 | 3,849 | $552.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 3,849 | $423.8K | <0.1% | −8−0.2% | Reduced | Holders |
| Q1 2024 | 3,857 | $465.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 3,857 | $398.1K | <0.1% | −534−12.2% | Reduced | Holders |
| Q3 2023 | 4,391 | $325.2K | <0.1% | −6−0.1% | Reduced | Holders |
| Q2 2023 | 4,397 | $341.6K | <0.1% | −436−9.0% | Reduced | Holders |
| Q1 2023 | 4,833 | $281.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 4,833 | $220.0K | <0.1% | +4,833 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −4,833−100.0% | Sold out | Holders |
| Q1 2022 | 4,833 | $203.0K | <0.1% | −31−0.6% | Reduced | Holders |
| Q4 2021 | 4,864 | $278.0K | <0.1% | −950−16.3% | Reduced | Holders |
| Q3 2021 | 5,814 | $267.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 5,814 | $317.0K | <0.1% | −467−7.4% | Reduced | Holders |
| Q1 2021 | 6,281 | $329.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.