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Premier Path Wealth Partners, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1999925 MADISON, NJ

Position in PHM

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$839,039
+$169,839 QoQ
Shares Held
6,115
+7.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#490
of 1,040 holders
Holding Since
Mar 2024
9 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

Premier Path Wealth Partners, LLC holds $2,993,864 across 3 Residential Construction names. PHM ranks #3 (28.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 PHM
Pultegroup Inc/Mi/
This page
6,115 $839,039

All Filings in PHM

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $839,039 6,115
2026-03-31 $669,200 5,690
2025-12-31 $233,699 1,993
2025-09-30 $249,725 1,890
2025-03-31 $233,253 2,269
2024-12-31 $280,090 2,572
2024-09-30 $355,523 2,477
2024-06-30 $244,091 2,217
2024-03-31 $209,034 1,733