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Private Wealth Asset Management, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1883006 OMAHA, NE

Position in PHM

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$4,390
+$627 QoQ
Shares Held
32
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#970
of 1,035 holders
Holding Since
Mar 2025
6 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

Private Wealth Asset Management, LLC holds $489,726 across 3 Residential Construction names. PHM ranks #3 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 PHM
Pultegroup Inc/Mi/
This page
32 $4,390

All Filings in PHM

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,390 32
2026-03-31 $3,763 32
2025-12-31 $4,104 35
2025-09-30 $4,624 35
2025-06-30 $10,756 102
2025-03-31 $77,819 757