Modern Wealth Management, LLC
- SEC CIK
- 0002001900
- Latest filing
- Aug 13, 2026
PHM holding history
Pultegroup Inc in every 13F filed by Modern 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)
- 2,089
- Value
- $286.6K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,089 | $286.6K | <0.1% | −994−32.2% | Reduced | Holders |
| Q1 2026 | 3,083 | $361.2K | <0.1% | −108−3.4% | Reduced | Holders |
| Q4 2025 | 3,191 | $374.3K | <0.1% | −315−9.0% | Reduced | Holders |
| Q3 2025 | 3,506 | $463.3K | <0.1% | +873+33.2% | Added | Holders |
| Q2 2025 | 2,633 | $277.7K | <0.1% | −492−15.7% | Reduced | Holders |
| Q1 2025 | 3,125 | $321.3K | <0.1% | +3,125 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −1,668−100.0% | Sold out | Holders |
| Q3 2024 | 1,668 | $239.4K | <0.1% | +1,668 | New | Holders |