Skip to main content

Allium Financial Advisors, LLC

SEC CIK
0002067277
Latest filing
Aug 13, 2026

PHM holding history

Pultegroup Inc in every 13F filed by Allium 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 overviewAll 13F holders of PHMFull Q2 2026 holdings

Shares (Q2 2026)
4,096
Value
$562.0K
% of portfolio
0.4%
Quarters held
6
Since Q1 2025
Holdings of PHM by Allium Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,096$562.0K0.4%−10−0.2%ReducedHolders
Q1 20264,106$482.9K0.4%00.0%UnchangedHolders
Q4 20254,106$481.5K0.4%00.0%UnchangedHolders
Q3 20254,106$542.5K0.4%00.0%UnchangedHolders
Q2 20254,106$433.0K0.4%−80−1.9%ReducedHolders
Q1 20254,186$430.3K0.4%–No prior filingHolders