Dogwood Wealth Management LLC PHM — PULTE GROUP INC

Ownership history in Dogwood Wealth Management LLC  ·  7 quarters on record

AI Ownership Summary

Dogwood Wealth Management LLC reported PULTE GROUP INC (PHM) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows PHM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PHM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dogwood Wealth Management LLC's position in PULTE GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PHM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PHM stock page Dogwood Wealth Management LLC fund profile Dogwood Wealth Management LLC full holdings
How Dogwood Wealth Management LLC held PHM — position size vs. price
% of Fund (quarterly)    PHM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 22 -61 -73.5% 0.00% $3K 2026-07-06 $131.38
2026 Q1 ADDED — — — 83 +27 +48.2% 0.00% $10K 2026-05-12 $114.31
2025 Q4 REDUCED 17.6% +0.5% ❌ 56 -12 -17.6% 0.00% $7K 2026-02-04 $134.00
2025 Q3 ADDED — — — 68 +65 +2166.7% 0.00% $9K 2025-11-12 $119.87
2025 Q2 REDUCED 80.0% +26.4% ❌ 3 -12 -80.0% 0.00% $327 2025-07-18 $107.80
2025 Q1 REDUCED 75.4% +2.8% ❌ 15 -46 -75.4% 0.00% $2K 2025-04-30 $101.55
2024 Q4 INITIATED — — — 61 — — 0.00% $7K 2025-03-04 $101.65

🏢 Other funds also holding PHM

As of 2026 Q2 — sorted by position size

SHAYNE & JACOBS, LLC 3Y 7Y 1.3% Greenfield Savings Bank 3Y 0.46% M.E. ALLISON & CO., INC. 0.32% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 0.21% Baron Wealth Management LLC 3Y 0.09% WORLD EQUITY GROUP, INC. 0.09% Omnia Family Wealth, LLC 3Y 7Y 0.08% Hennion & Walsh Asset Management, Inc. 3Y 0.06% Everhart Financial Group, Inc. 3Y 0.06% General Partner, Inc. 3Y 0.05%

FAQ About Dogwood Wealth Management LLC and PHM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dogwood Wealth Management LLC reported owning PHM?

Dogwood Wealth Management LLC reported PHM across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported PHM position in Dogwood Wealth Management LLC's portfolio?

The largest reported portfolio weight for PHM was 0.00% in 2026 Q1.

What is the latest reported PHM position on this page?

The most recent filing on this page is 2026 Q2, when Dogwood Wealth Management LLC reported 22 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this PHM ownership page compare?

The chart compares Dogwood Wealth Management LLC's quarterly PHM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Dogwood Wealth Management LLC time their PHM position?

Based on 13F filing dates vs. subsequent PHM price moves, Dogwood Wealth Management LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on PHM relative to SPY over the holding period was +760.0%.

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