Quantum Financial Advisors, LLC

SEC CIK: 0001929139
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

PHM holding history

Pultegroup Inc in every 13F filed by Quantum Financial Advisors, 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): 1,485
Value: $203.8K
% of portfolio: <0.1%
Quarters held: 2; Since Q3 2024

Holdings of PHM by Quantum Financial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,485	$203.8K	<0.1%	+1,485	New	Holders
Q4 2024	0	$0	0.0%	−1,616−100.0%	Sold out	Holders
Q3 2024	1,616	$231.9K	<0.1%	+1,616	New	Holders