Position in PHM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$522,907
+$138,440 QoQ
Shares Held
3,811
+16.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#575
of 1,035 holders
Holding Since
Dec 2022
12 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, 2026Accurate Wealth Management, LLC holds $1,759,181 across 2 Residential Construction names. PHM ranks #2 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
13,662 | $1,236,274 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
3,811 | $522,907 |
All Filings in PHM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,907 | 3,811 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $384,467 | 3,269 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $389,303 | 3,320 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $400,486 | 3,031 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $369,848 | 3,507 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $337,698 | 3,285 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $286,624 | 2,632 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $420,112 | 2,927 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $264,790 | 2,405 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $247,391 | 2,051 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $198,285 | 1,921 | Shares | Sole | 2024-01-12 | |
| 2022-12-31 | $43,981 | 966 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||