Inlet Private Wealth, LLC

SEC CIK: 0001759751
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

PHM holding history

Pultegroup Inc in every 13F filed by Inlet Private Wealth, 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): 15,240
Value: $2.09M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of PHM by Inlet Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,240	$2.09M	0.5%	−20.0%	Reduced	Holders
Q1 2026	15,242	$1.79M	0.5%	+1,500+10.9%	Added	Holders
Q4 2025	13,742	$1.61M	0.4%	−1,455−9.6%	Reduced	Holders
Q3 2025	15,197	$2.01M	0.5%	+20.0%	Added	Holders
Q2 2025	15,195	$1.60M	0.4%	+60+0.4%	Added	Holders
Q1 2025	15,135	$1.56M	0.4%	+385+2.6%	Added	Holders
Q4 2024	14,750	$1.61M	0.4%	+3,450+30.5%	Added	Holders
Q3 2024	11,300	$1.62M	0.4%	00.0%	Unchanged	Holders
Q2 2024	11,300	$1.24M	0.3%	+200+1.8%	Added	Holders
Q1 2024	11,100	$1.34M	0.4%	−50−0.4%	Reduced	Holders
Q4 2023	11,150	$1.15M	0.4%	−1,000−8.2%	Reduced	Holders
Q3 2023	12,150	$899.7K	0.3%	−150−1.2%	Reduced	Holders
Q2 2023	12,300	$955.5K	0.2%	00.0%	Unchanged	Holders
Q1 2023	12,300	$716.8K	0.2%	−500−3.9%	Reduced	Holders
Q4 2022	12,800	$582.8K	0.2%	−36,913−74.3%	Reduced	Holders
Q3 2022	49,713	$1.86M	0.6%	−4,300−8.0%	Reduced	Holders
Q2 2022	54,013	$2.14M	0.6%	00.0%	Unchanged	Holders
Q1 2022	54,013	$2.26M	0.6%	00.0%	Unchanged	Holders
Q4 2021	54,013	$3.09M	0.7%	+1,000+1.9%	Added	Holders
Q3 2021	53,013	$2.43M	0.7%	−594−1.1%	Reduced	Holders
Q2 2021	53,607	$2.92M	0.8%	+1,507+2.9%	Added	Holders
Q1 2021	52,100	$2.73M	0.8%	–	–	Holders

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