Atlantic Edge Private Wealth Management, LLC
Position in PHM — Pultegroup Inc/Mi/
CIK 2011145
JACKSONVILLE, FL
Position in PHM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,430
-$7,742 QoQ
Shares Held
25
-73.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#972
of 1,033 holders
Holding Since
Dec 2023
11 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, 2026Atlantic Edge Private Wealth Management, LLC holds $1,769,431 across 4 Residential Construction names. PHM ranks #4 (0.2% of the industry book) .
All Filings in PHM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,430 | 25 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $11,172 | 95 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $11,139 | 95 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $12,552 | 95 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $7,382 | 70 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,196 | 70 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $13,068 | 120 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $17,223 | 120 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $13,212 | 120 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $14,474 | 120 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $12,386 | 120 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||