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Aventura Private Wealth, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 2074418 AVENTURA, FL

Position in PHM

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$686
+$98 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,017
of 1,035 holders
Holding Since
Dec 2025
3 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, 2026

Aventura Private Wealth, LLC holds $207,510 across 5 Residential Construction names. PHM ranks #5 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 PHM
Pultegroup Inc/Mi/
This page
5 $686

All Filings in PHM

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $686 5
2026-03-31 $588 5
2025-12-31 $586 5