River Wealth Advisors LLC

SEC CIK: 0001642570
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

PHM holding history

Pultegroup Inc in every 13F filed by River 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 overview All 13F holders of PHM Full Q2 2026 holdings

Shares (Q2 2026): 26,978
Value: $3.70M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of PHM by River Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	26,978	$3.70M	0.4%	−125−0.5%	Reduced	Holders
Q1 2026	27,103	$3.19M	0.4%	−720−2.6%	Reduced	Holders
Q4 2025	27,823	$3.26M	0.4%	−488−1.7%	Reduced	Holders
Q3 2025	28,311	$3.74M	0.4%	−2,307−7.5%	Reduced	Holders
Q2 2025	30,618	$3.23M	0.4%	−580−1.9%	Reduced	Holders
Q1 2025	31,198	$3.21M	0.4%	−436−1.4%	Reduced	Holders
Q4 2024	31,634	$3.44M	0.5%	−2,423−7.1%	Reduced	Holders
Q3 2024	34,057	$4.89M	0.7%	−3,197−8.6%	Reduced	Holders
Q2 2024	37,254	$4.10M	0.6%	−1,020−2.7%	Reduced	Holders
Q1 2024	38,274	$4.62M	0.7%	−1,457−3.7%	Reduced	Holders
Q4 2023	39,731	$4.10M	0.7%	−3,120−7.3%	Reduced	Holders
Q3 2023	42,851	$3.17M	0.6%	−3,644−7.8%	Reduced	Holders
Q2 2023	46,495	$3.61M	0.6%	−1,097−2.3%	Reduced	Holders
Q1 2023	47,592	$2.77M	0.5%	−1,209−2.5%	Reduced	Holders
Q4 2022	48,801	$2.22M	0.4%	−438−0.9%	Reduced	Holders
Q3 2022	49,239	$1.85M	0.4%	−3,832−7.2%	Reduced	Holders
Q2 2022	53,071	$2.10M	0.4%	−2,002−3.6%	Reduced	Holders
Q1 2022	55,073	$2.31M	0.4%	−1,189−2.1%	Reduced	Holders
Q4 2021	56,262	$3.22M	0.5%	−549−1.0%	Reduced	Holders
Q3 2021	56,811	$2.61M	0.4%	−275−0.5%	Reduced	Holders
Q2 2021	57,086	$3.12M	0.5%	−1,261−2.2%	Reduced	Holders
Q1 2021	58,347	$3.06M	0.6%	–	–	Holders

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