Elk River Wealth Management, LLC

SEC CIK: 0001844107
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

PHM holding history

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

Shares (Q2 2026): 53,417
Value: $7.34M
% of portfolio: 1.2%
Quarters held: 22; Since Q1 2021

Holdings of PHM by Elk River Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	53,417	$7.34M	1.2%	−5,384−9.2%	Reduced	Holders
Q1 2026	58,801	$6.93M	1.2%	−22,103−27.3%	Reduced	Holders
Q4 2025	80,904	$9.50M	1.5%	−1,669−2.0%	Reduced	Holders
Q3 2025	82,573	$10.9M	1.8%	−927−1.1%	Reduced	Holders
Q2 2025	83,500	$8.82M	1.5%	−1,077−1.3%	Reduced	Holders
Q1 2025	84,577	$8.71M	1.6%	+228+0.3%	Added	Holders
Q4 2024	84,349	$9.20M	1.7%	−301−0.4%	Reduced	Holders
Q3 2024	84,650	$12.2M	2.2%	+1,388+1.7%	Added	Holders
Q2 2024	83,262	$9.18M	1.8%	+1,527+1.9%	Added	Holders
Q1 2024	81,735	$9.88M	2.0%	−17,569−17.7%	Reduced	Holders
Q4 2023	99,304	$10.3M	2.0%	−790−0.8%	Reduced	Holders
Q3 2023	100,094	$7.43M	1.6%	−86−0.1%	Reduced	Holders
Q2 2023	100,180	$7.80M	1.7%	−1,822−1.8%	Reduced	Holders
Q1 2023	102,002	$5.96M	1.4%	+2,652+2.7%	Added	Holders
Q4 2022	99,350	$4.54M	1.1%	+74+0.1%	Added	Holders
Q3 2022	99,276	$3.74M	1.0%	+4,972+5.3%	Added	Holders
Q2 2022	94,304	$3.75M	0.9%	−4,017−4.1%	Reduced	Holders
Q1 2022	98,321	$4.13M	0.9%	+22,714+30.0%	Added	Holders
Q4 2021	75,607	$4.33M	1.0%	+1,394+1.9%	Added	Holders
Q3 2021	74,213	$3.42M	0.9%	+3,726+5.3%	Added	Holders
Q2 2021	70,487	$3.86M	1.0%	+1,925+2.8%	Added	Holders
Q1 2021	68,562	$3.60M	1.0%	–	–	Holders

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