Capital & Planning, LLC

SEC CIK: 0002053750
Latest filing: Sep 2, 2026

SEC filings (opens in a new tab)

PHM holding history

Pultegroup Inc in every 13F filed by Capital & Planning, 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): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2024

Holdings of PHM by Capital & Planning, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−40−100.0%	Sold out	Holders
Q1 2026	40	$4.70K	<0.1%	+40	New	Holders
Q1 2025	0	$0	0.0%	−40−100.0%	Sold out	Holders
Q4 2024	40	$4.36K	<0.1%	–	No prior filing	Holders