LEVEL FOUR ADVISORY SERVICES, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1696715 DALLAS, TX

Position in PHM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$5,171,856

+$738,548 QoQ

Shares Held

37,693

-0.0% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#255

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

LEVEL FOUR ADVISORY SERVICES, LLC holds $6,554,913 across 3 Residential Construction names. PHM ranks #1 (78.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/ This page	37,693	$5,171,856
2	IBP	Installed Building Products, Inc.	5,087	$1,169,196
3	DHI	Horton D R Inc /De/	1,313	$213,861

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,171,856	37,693	-0.0%	Shares	Sole	2026-08-10
2026-03-31	$4,433,308	37,695	-6.2%	Shares	Sole	2026-05-14
2025-12-31	$4,714,672	40,207	+2.9%	Shares	Sole	2026-02-13
2025-09-30	$5,162,319	39,070	-5.7%	Shares	Sole	2025-11-12
2025-06-30	$4,368,153	41,420	+27.4%	Shares	Sole	2025-08-13
2025-03-31	$3,343,158	32,521	+5.4%	Shares	Sole	2025-05-14
2024-12-31	$3,361,416	30,867	+3.7%	Shares	Sole	2025-02-12
2024-09-30	$4,272,170	29,765	-7.1%	Shares	Sole	2024-11-14
2024-06-30	$3,527,934	32,043	-14.1%	Shares	Sole	2024-08-09
2024-03-31	$4,498,884	37,298	+4.0%	Shares	Sole	2024-05-13
2023-12-31	$3,701,778	35,863	-8.7%	Shares	Sole	2024-02-08
2023-09-30	$2,910,016	39,298	+0.9%	Shares	Sole	2023-11-13
2023-06-30	$3,026,878	38,966	+13.4%	Shares	Sole	2023-07-10
2023-03-31	$2,002,733	34,364	-1.7%	Shares	Sole	2023-06-05
2022-12-31	$1,591,455	34,954	-3.3%	Shares	Sole	2023-02-13
2022-09-30	$1,355,925	36,158	+1.7%	Shares	Sole	2022-11-07
2022-06-30	$1,408,569	35,543	+4.5%	Shares	Sole	2022-08-08
2022-03-31	$1,425,354	34,018	+5.7%	Shares	Sole	2022-05-10
2021-12-31	$1,839,751	32,186	+9.4%	Shares	Sole	2022-02-11
2021-09-30	$1,350,690	29,414	-0.2%	Shares	Sole	2021-10-12
2021-06-30	$1,607,905	29,465	+6.6%	Shares	Sole	2021-08-09
2021-03-31	$1,449,494	27,641	+13.8%	Shares	Sole	2021-05-10
2020-12-31	$1,046,996	24,281	-2.4%	Shares	Sole	2021-02-10
2020-09-30	$1,151,648	24,879	-2.5%	Shares	Sole	2020-11-02
2020-06-30	$868,105	25,510	+11.9%	Shares	Sole	2020-08-17
2020-03-31	$508,985	22,804	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.