Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in PHM — Pultegroup Inc/Mi/
CIK 1510434
Seattle, WA
Position in PHM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,108,643
+$191,601 QoQ
Shares Held
15,368
-5.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#345
of 1,035 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $7,242,405 across 6 Residential Construction names. PHM ranks #2 (29.1% of the industry book) .
All Filings in PHM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,108,643 | 15,368 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,917,042 | 16,300 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $1,264,179 | 10,781 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,390,006 | 10,520 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,098,893 | 10,420 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $1,529,457 | 14,878 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,847,769 | 72,064 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $9,873,285 | 68,789 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $6,720,283 | 61,038 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,983,415 | 57,896 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $5,079,869 | 49,214 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,120,541 | 42,141 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,883,403 | 37,119 | Shares | Sole | 2023-08-11 | |
| 2021-06-30 | $349,411 | 6,403 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||