Summit Trail Advisors, LLC

SEC CIK: 0001698478
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

PHM holding history

Pultegroup Inc in every 13F filed by Summit Trail 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): 22,787
Value: $3.13M
% of portfolio: <0.1%
Quarters held: 5; Since Q2 2025

Holdings of PHM by Summit Trail Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,787	$3.13M	<0.1%	+31+0.1%	Added	Holders
Q1 2026	22,756	$2.68M	<0.1%	+1,500+7.1%	Added	Holders
Q4 2025	21,256	$2.50M	<0.1%	−3,843−15.3%	Reduced	Holders
Q3 2025	25,099	$3.32M	<0.1%	+11,191+80.5%	Added	Holders
Q2 2025	13,908	$1.47M	<0.1%	+13,908	New	Holders