BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in PHM — Pultegroup Inc/Mi/
CIK 2010186
CINCINNATI, OH
Position in PHM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$144,482
+$67,918 QoQ
Shares Held
1,053
+61.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#792
of 1,032 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $626,781 across 6 Residential Construction names. PHM ranks #3 (23.1% of the industry book) .
All Filings in PHM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,482 | 1,053 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $76,564 | 651 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $69,066 | 589 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $77,824 | 589 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $57,897 | 549 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $66,922 | 651 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $70,676 | 649 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $112,240 | 782 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $86,098 | 782 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $94,324 | 782 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $80,718 | 782 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $666 | 9 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $1,309 | 24 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $1,258 | 24 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $1,034 | 24 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||