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ELEVATION WEALTH PARTNERS, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1976256 WALNUT CREEK, CA

Position in PHM

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$5,625
+$3,273 QoQ
Shares Held
41
+105.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#961
of 1,035 holders
Holding Since
Sep 2025
3 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

ELEVATION WEALTH PARTNERS, LLC holds $93,854 across 4 Residential Construction names. PHM ranks #4 (6.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 PHM
Pultegroup Inc/Mi/
This page
41 $5,625

All Filings in PHM

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,625 41
2026-03-31 $2,352 20
2025-09-30 $5,813 44