Checchi Capital Advisers, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1598186 BEVERLY HILLS, CA

Position in PHM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$996,007

+$90,881 QoQ

Shares Held

7,259

-5.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#466

of 1,035 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Checchi Capital Advisers, LLC holds $2,050,766 across 4 Residential Construction names. PHM ranks #1 (48.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/ This page	7,259	$996,007
2	DHI	Horton D R Inc /De/	3,390	$552,163
3	NVR	Nvr Inc	44	$299,789
4	TOL	Toll Brothers, Inc.	1,231	$202,807

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$996,007	7,259	-5.7%	Shares	Sole	2026-08-04
2026-03-31	$905,126	7,696	+6.9%	Shares	Sole	2026-05-04
2025-12-31	$843,802	7,196	-15.3%	Shares	Sole	2026-01-27
2025-09-30	$1,122,312	8,494	-16.1%	Shares	Sole	2025-11-05
2025-06-30	$1,067,887	10,126	+0.2%	Shares	Sole	2025-07-22
2025-03-31	$1,038,896	10,106	-0.1%	Shares	Sole	2025-04-29
2024-12-31	$1,101,741	10,117	-3.1%	Shares	Sole	2025-02-05
2024-09-30	$1,498,022	10,437	0.0%	Shares	Sole	2024-11-04
2024-06-30	$1,149,113	10,437	0.0%	Shares	Sole	2024-07-26
2024-03-31	$1,258,910	10,437	0.0%	Shares	Sole	2024-04-25
2023-12-31	$1,077,307	10,437	-1.6%	Shares	Sole	2024-02-07
2023-09-30	$785,522	10,608	-3.3%	Shares	Sole	2023-11-13
2023-06-30	$852,071	10,969	+3.9%	Shares	Sole	2023-08-10
2023-03-31	$615,320	10,558	-35.0%	Shares	Sole	2023-05-08
2022-12-31	$739,225	16,236	-0.1%	Shares	Sole	2023-02-10
2022-09-30	$609,375	16,250	+1.1%	Shares	Sole	2022-11-09
2022-06-30	$636,933	16,072	+2.6%	Shares	Sole	2022-08-11
2022-03-31	$656,363	15,665	0.0%	Shares	Sole	2022-05-09
2021-12-31	$895,411	15,665	+0.8%	Shares	Sole	2022-02-09
2021-09-30	$713,918	15,547	+1.0%	Shares	Sole	2021-11-09
2021-06-30	$840,050	15,394	0.0%	Shares	Sole	2021-08-06
2021-03-31	$807,261	15,394	+0.3%	Shares	Sole	2021-05-10
2020-12-31	$661,978	15,352	0.0%	Shares	Sole	2021-02-12
2020-09-30	$710,644	15,352	-4.6%	Shares	Sole	2020-11-10
2020-06-30	$547,372	16,085	+4.2%	Shares	Sole	2020-08-12
2020-03-31	$344,687	15,443	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.