PulteGroup, Inc.
MX ˙ BMV ˙ US7458671010
SecurityMX:PHM / PulteGroup, Inc.
InstitutionLiberty Wealth Management Llc
Latest Disclosed Ownership5,582 shares
Latest Disclosed Value $ 656,556
Liberty Wealth Management Llc reports 0.22% increase in ownership of PHM / PulteGroup, Inc.

On May 12, 2026 - Liberty Wealth Management Llc filed a 13F-HR form disclosing ownership of 5,582 shares of PulteGroup, Inc. (MX:PHM) valued at $656,556 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 5,570 shares of PulteGroup, Inc.. This represents a change in shares of 0.22% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F PULTE GROUP COM 745867101 5,582 12 0.22 657 0.46 0.0820
2026-02-04 2025-12-31 13F PULTE GROUP COM 745867101 5,570 10 0.18 653 -11.04 0.0843
2025-10-31 2025-09-30 13F PULTE GROUP COM 745867101 5,560 9 0.16 735 25.47 0.1035
2025-08-01 2025-06-30 13F PULTE GROUP COM 745867101 5,551 13 0.23 585 2.81 0.0918
2025-05-12 2025-03-31 13F/A-1 PULTE GROUP COM 745867101 5,538 2 0.04 569 -5.48 0.1089
2025-05-09 2025-03-31 13F PULTE GROUP COM 745867101 5,538 2 569 0.1043
2025-02-10 2024-12-31 13F PULTE GROUP COM 745867101 5,536 17 0.31 603 -23.99 0.1005
2024-11-04 2024-09-30 13F PULTE GROUP COM 745867101 5,519 -9 -0.16 792 0.1346
2024-08-07 2024-06-30 13F PULTE GROUP COM 745867101 5,528 29 0.53 1 0.1116
2024-05-03 2024-03-31 13F PULTE GROUP COM 745867101 5,499 10 0.18 1 0.1294
2024-02-09 2023-12-31 13F PULTE GROUP COM 745867101 5,489 12 0.22 1 0.1216
2023-11-13 2023-09-30 13F PULTE GROUP COM 745867101 5,477 11 0.20 0 -100.00 0.1011
2023-08-10 2023-06-30 13F PULTE GROUP COM 745867101 5,466 -24 -0.44 425 32.50 0.1049
2023-05-03 2023-03-31 13F PULTE GROUP COM 745867101 5,490 80 1.48 321 58.42 0.0662
2022-11-15 2022-09-30 13F PULTE GROUP COM 745867101 5,410 21 0.39 202 -5.16 0.0539
2022-08-15 2022-06-30 13F PULTE GROUP COM 745867101 5,389 4 0.07 213 -5.33 0.0864
2022-05-09 2022-03-31 13F PULTE GROUP COM 745867101 5,385 14 0.26 225 -26.71 0.0812
2022-02-15 2021-12-31 13F PULTE GROUP COM 745867101 5,371 -6,171 -53.47 307 -42.18 0.0133
2021-11-15 2021-09-30 13F PULTE GROUP COM 745867101 11,542 60 0.52 531 -15.31 0.1894
2021-08-13 2021-06-30 13F/A-1 PULTE GROUP COM 745867101 11,482 31 0.27 627 22.46 0.2438
2021-08-13 2021-06-30 13F PULTE GROUP COM 745867101 626,577 615,126 11,482 0.3502
2021-05-17 2021-03-31 13F PULTE GROUP INC COM COM 745867101 11,451 0 0.00 512 0.00 0.2500
2021-02-09 2020-12-31 13F PULTE GROUP INC COM COM 745867101 11,451 97 0.85 512 -2.66 0.2506
2020-11-05 2020-09-30 13F PULTE GROUP INC COM USD0 01 COM 745867101 11,354 40 0.35 526 36.62 0.3101
2020-08-04 2020-06-30 13F PULTE GROUP INC COM COM 745867101 11,314 64 0.57 385 53.39 0.2709
2020-04-27 2020-03-31 13F PULTE GROUP INC COM COM 745867101 11,250 -344 -2.97 251 -44.22 0.2193
2020-02-05 2019-12-31 13F PULTE GROUP INC COM COM 745867101 11,594 34 0.29 450 6.38 0.3546
2019-10-30 2019-09-30 13F PULTE GROUP INC COM COM 745867101 11,560 418 3.75 423 20.17 0.4002
2019-07-30 2019-06-30 13F PULTE GROUP INC COM COM 745867101 11,142 -406 -3.52 352 9.32 0.3087
2019-04-18 2019-03-31 13F PULTE GROUP INC COM COM 745867101 11,548 -798 -6.46 322 0.63 0.2425
2019-03-26 2018-12-31 13F PULTEGROUP INC FORMERLY PULTE CORP TO 05 COM 745867101 12,346 12,346 320 0.2386
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.