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Kingsview Wealth Management, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1791965 GRANTS PASS, OR

Position in PHM

as of Jun 30, 2026 · filed Aug 19, 2026
Position Value
$219,261
-$19,722 QoQ
Shares Held
1,598
-21.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#761
of 1,039 holders
Holding Since
Sep 2020
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PHM Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

Kingsview Wealth Management, LLC holds $2,777,829 across 5 Residential Construction names. PHM ranks #4 (7.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 PHM
Pultegroup Inc/Mi/
This page
1,598 $219,261
5
6,545 $0

All Filings in PHM

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $219,261 1,598
2026-03-31 $238,983 2,032
2025-12-31 $525,911 4,485
2025-09-30 $657,346 4,975
2025-06-30 $9,423,378 89,355
2025-03-31 $9,168,526 89,188
2024-12-31 $345,648 3,174
2024-09-30 $514,698 3,586
2024-06-30 $382,377 3,473
2020-12-31 $770,597 17,871
2020-09-30 $254,039 5,488