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Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

PHM holding history

Pultegroup Inc in every 13F filed by Arete Wealth Advisors, 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q4 2021
Holdings of PHM by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−16,549−100.0%Sold outHolders
Q4 202416,549$1.80M0.1%−3,364−16.9%ReducedHolders
Q3 202419,913$2.86M0.2%−22,842−53.4%ReducedHolders
Q2 202442,755$4.71M0.4%+288+0.7%AddedHolders
Q1 202442,467$4.74M0.4%+1,732+4.3%AddedHolders
Q4 202340,735$4.20M0.3%+8,184+25.1%AddedHolders
Q3 202332,551$2.41M0.4%+32,551NewHolders
Q2 20230$00.0%−29,026−100.0%Sold outHolders
Q1 202329,026$1.69M0.1%+6,152+26.9%AddedHolders
Q4 202222,874$1.04M0.1%+10,284+81.7%AddedHolders
Q3 202212,590$472.0K<0.1%+12,590NewHolders
Q2 20220$00.0%−11,496−100.0%Sold outHolders
Q1 202211,496$484.0K<0.1%+126+1.1%AddedHolders
Q4 202111,370$650.0K0.1%+11,370NewHolders