PHM β€” PULTE GROUP INC COM

Ownership history in FourThought Financial Partners, LLC  Β·  5 quarters on record

AI Ownership Summary

FourThought Financial Partners, LLC reported PULTE GROUP INC COM (PHM) in 5 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2024 Q1. The latest visible filing shows PHM at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PHM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FourThought Financial Partners, LLC's position in PULTE GROUP INC COM, 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
2025 Q3

PHM was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

How FourThought Financial Partners, LLC held PHM β€” position size vs. price
% of Fund (quarterly)    PHM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,552 -462 -22.9% 0.02% $205K 2025-11-13 $117.93
2024 Q1 ADDED 2,014 +24 +1.2% 0.03% $243K 2024-05-14 $114.43
2023 Q4 REDUCED 1,990 -778 -28.1% 0.03% $205K 2024-02-06 $100.85
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About FourThought Financial Partners, 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 FourThought Financial Partners, LLC reported owning PHM?

FourThought Financial Partners, LLC reported PHM across 3 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PHM position in FourThought Financial Partners, LLC's portfolio?

The largest reported portfolio weight for PHM was 0.03% in 2024 Q1.

What is the latest reported PHM position on this page?

The most recent filing on this page is 2025 Q3, when FourThought Financial Partners, LLC reported 1,552 shares, equal to 0.02% of portfolio, with an estimated market value of $205K.

What does the chart on this PHM ownership page compare?

The chart compares FourThought Financial Partners, 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.

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