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Livermore
Livermore
ZHEN

Monticello Wealth Management, LLC

SEC CIK
0001791996
Latest filing
Aug 4, 2026

PHM holding history

Pultegroup Inc in every 13F filed by Monticello Wealth Management, 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)
9,341
Value
$1.28M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PHM by Monticello Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,341$1.28M0.1%+739+8.6%AddedHolders
Q1 20268,602$1.01M0.1%00.0%UnchangedHolders
Q4 20258,602$1.01M0.1%00.0%UnchangedHolders
Q3 20258,602$1.14M0.1%00.0%UnchangedHolders
Q2 20258,602$907.2K0.1%00.0%UnchangedHolders
Q1 20258,602$884.3K0.1%+20.0%AddedHolders
Q4 20248,600$936.5K0.1%00.0%UnchangedHolders
Q3 20248,600$1.23M0.1%00.0%UnchangedHolders
Q2 20248,600$946.9K0.1%00.0%UnchangedHolders
Q1 20248,600$1.04M0.1%−2,760−24.3%ReducedHolders
Q4 202311,360$1.17M0.1%−886−7.2%ReducedHolders
Q3 202312,246$906.8K0.1%+3,646+42.4%AddedHolders
Q2 20238,600$668.0K0.1%00.0%UnchangedHolders
Q1 20238,600$391.6K<0.1%00.0%UnchangedHolders
Q4 20228,600$391.6K<0.1%00.0%UnchangedHolders
Q3 20228,600$322.0K<0.1%00.0%UnchangedHolders
Q2 20228,600$341.0K<0.1%00.0%UnchangedHolders
Q1 20228,600$360.0K<0.1%00.0%UnchangedHolders
Q4 20218,600$492.0K<0.1%00.0%UnchangedHolders
Q3 20218,600$395.0K<0.1%00.0%UnchangedHolders
Q2 20218,600$469.0K<0.1%−10−0.1%ReducedHolders
Q1 20218,610$452.0K0.1%––Holders

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