Portside Wealth Group, LLC

SEC CIK: 0001978608
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

PHM holding history

Pultegroup Inc in every 13F filed by Portside Wealth Group, 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): 2,876
Value: $394.6K
% of portfolio: <0.1%
Quarters held: 5; Since Q2 2025

Holdings of PHM by Portside Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,876	$394.6K	<0.1%	−14−0.5%	Reduced	Holders
Q1 2026	2,890	$339.9K	<0.1%	+96+3.4%	Added	Holders
Q4 2025	2,794	$327.6K	<0.1%	+331+13.4%	Added	Holders
Q3 2025	2,463	$325.4K	<0.1%	+179+7.8%	Added	Holders
Q2 2025	2,284	$240.9K	<0.1%	+2,284	New	Holders