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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PHM holding history

Pultegroup Inc in every 13F filed by Creative Planning, 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)
91,841
Value
$12.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PHM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202691,841$12.6M<0.1%+18,964+26.0%AddedHolders
Q1 202672,877$8.57M<0.1%+35,774+96.4%AddedHolders
Q4 202537,103$4.35M<0.1%+5,255+16.5%AddedHolders
Q3 202531,848$4.21M<0.1%+2,122+7.1%AddedHolders
Q2 202529,726$3.13M<0.1%+1,899+6.8%AddedHolders
Q1 202527,827$2.86M<0.1%+3,414+14.0%AddedHolders
Q4 202424,413$2.66M<0.1%+774+3.3%AddedHolders
Q3 202423,639$3.39M<0.1%+1,401+6.3%AddedHolders
Q2 202422,238$2.45M<0.1%+2,939+15.2%AddedHolders
Q1 202419,299$2.33M<0.1%−1,355−6.6%ReducedHolders
Q4 202320,654$2.13M<0.1%−1,875−8.3%ReducedHolders
Q3 202322,529$1.67M<0.1%−1,500−6.2%ReducedHolders
Q2 202324,029$1.87M<0.1%+3,538+17.3%AddedHolders
Q1 202320,491$1.19M<0.1%+2,355+13.0%AddedHolders
Q4 202218,136$825.8K<0.1%+3,958+27.9%AddedHolders
Q3 202214,178$532.0K<0.1%−3,010−17.5%ReducedHolders
Q2 202217,188$681.0K<0.1%−4,914−22.2%ReducedHolders
Q1 202222,102$926.0K<0.1%−1,627−6.9%ReducedHolders
Q4 202123,729$1.36M<0.1%−529−2.2%ReducedHolders
Q3 202124,258$1.11M<0.1%+5,509+29.4%AddedHolders
Q2 202118,749$1.02M<0.1%−18,573−49.8%ReducedHolders
Q1 202137,322$1.96M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.