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Omnia Family Wealth, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1696136 AVENTURA, FL

Position in PHM

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$284,573
+$40,650 QoQ
Shares Held
2,074
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#700
of 1,032 holders
Holding Since
Jun 2020
12 quarters on record
Voting authority Sole 0% Shared 3% None 97%

Common Shares in PHM Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

Omnia Family Wealth, LLC holds $1,423,677 across 4 Residential Construction names. PHM ranks #4 (20.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 PHM
Pultegroup Inc/Mi/
This page
2,074 $284,573

All Filings in PHM

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $284,573 2,074
2026-03-31 $243,923 2,074
2025-12-31 $242,141 2,065
2025-09-30 $272,848 2,065
2025-06-30 $217,774 2,065
2025-03-31 $239,832 2,333
2024-12-31 $234,461 2,153
2024-09-30 $297,537 2,073
2024-06-30 $230,549 2,094
2024-03-31 $249,080 2,065
2023-12-31 $213,149 2,065
2020-06-30 $240,149 7,057