Pinnacle Wealth Management Advisory Group, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1631864 RED BANK, NJ

Position in PHM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,067,205

+$460,418 QoQ

Shares Held

15,066

+10.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#350

of 1,035 holders

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Pinnacle Wealth Management Advisory Group, LLC holds $2,549,621 across 3 Residential Construction names. PHM ranks #1 (81.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/ This page	15,066	$2,067,205
2	DHI	Horton D R Inc /De/	1,539	$250,672
3	LEN	Lennar Corp /New/	2,561	$231,744

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,067,205	15,066	+10.3%	Shares	Sole	2026-08-05
2026-03-31	$1,606,787	13,662	+6.0%	Shares	Sole	2026-04-21
2025-12-31	$1,511,012	12,886	+5.7%	Shares	Sole	2026-02-02
2025-09-30	$1,611,193	12,194	+4.5%	Shares	Sole	2025-10-20
2025-06-30	$1,230,929	11,672	+9.5%	Shares	Sole	2025-08-07
2025-03-31	$1,095,436	10,656	+16.7%	Shares	Sole	2025-05-07
2024-12-31	$994,365	9,131	+22.9%	Shares	Sole	2025-01-31
2024-09-30	$1,066,571	7,431	+23.5%	Shares	Sole	2024-10-16
2024-06-30	$662,251	6,015	+75.5%	Shares	Sole	2024-07-25
2024-03-31	$413,485	3,428	-2.9%	Shares	Sole	2024-05-01
2023-12-31	$364,573	3,532	+6.1%	Shares	Sole	2024-02-07
2023-09-30	$246,586	3,330	-14.0%	Shares	Sole	2023-10-25
2023-06-30	$300,621	3,870	-0.1%	Shares	Sole	2023-08-02
2023-03-31	$225,718	3,873	-18.0%	Shares	Sole	2023-05-04
2021-12-31	$270,081	4,725	-6.1%	Shares	Sole	2022-01-20
2021-09-30	$231,115	5,033	-9.0%	Shares	Sole	2021-10-29
2021-06-30	$301,662	5,528	-9.7%	Shares	Sole	2021-08-10
2021-03-31	$321,195	6,125	-4.5%	Shares	Sole	2021-05-13
2020-12-31	$276,614	6,415	-2.6%	Shares	Sole	2021-02-03
2020-09-30	$304,819	6,585	-3.9%	Shares	Sole	2020-10-29
2020-06-30	$233,275	6,855	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.