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Transcend Wealth Collective, LLC

SEC CIK
0001776082
Latest filing
Aug 4, 2026

PHM holding history

Pultegroup Inc in every 13F filed by Transcend Wealth Collective, 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 (Q2 2026)
3,146
Value
$431.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PHM by Transcend Wealth Collective, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,146$431.7K<0.1%+394+14.3%AddedHolders
Q1 20262,752$323.7K<0.1%+2+0.1%AddedHolders
Q4 20252,750$322.5K<0.1%+26+1.0%AddedHolders
Q3 20252,724$359.9K<0.1%+49+1.8%AddedHolders
Q2 20252,675$282.1K<0.1%−6,714−71.5%ReducedHolders
Q1 20259,389$965.2K0.1%−1,223−11.5%ReducedHolders
Q4 202410,612$1.16M0.1%+48+0.5%AddedHolders
Q3 202410,564$1.52M0.1%+170+1.6%AddedHolders
Q2 202410,394$1.14M0.1%+40.0%AddedHolders
Q1 202410,390$1.25M0.1%+2,500+31.7%AddedHolders
Q4 20237,890$814.4K0.1%00.0%UnchangedHolders
Q3 20237,890$584.3K0.1%−77−1.0%ReducedHolders
Q2 20237,967$618.9K0.1%+77+1.0%AddedHolders
Q1 20237,890$459.8K<0.1%−13−0.2%ReducedHolders
Q4 20227,903$359.8K<0.1%−66−0.8%ReducedHolders
Q3 20227,969$299.0K<0.1%+53+0.7%AddedHolders
Q2 20227,916$314.0K<0.1%+26+0.3%AddedHolders
Q1 20227,890$331.0K<0.1%00.0%UnchangedHolders
Q4 20217,890$451.0K<0.1%00.0%UnchangedHolders
Q3 20217,890$384.0K<0.1%00.0%UnchangedHolders
Q2 20217,890$431.0K0.1%00.0%UnchangedHolders
Q1 20217,890$413.0K<0.1%––Holders

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