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Balboa Wealth Partners

SEC CIK
0001929008
Latest filing
Aug 10, 2026

PHM holding history

Pultegroup Inc in every 13F filed by Balboa Wealth Partners, 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2023
Holdings of PHM by Balboa Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−1,580−100.0%Sold outHolders
Q3 20241,580$226.8K0.1%+1,580NewHolders
Q3 20230$00.0%−5,403−100.0%Sold outHolders
Q2 20235,403$419.7K0.1%+5,403NewHolders