PulteGroup, Inc.
MX ˙ BMV ˙ US7458671010
SecurityMX:PHM / PulteGroup, Inc.
InstitutionRiver Wealth Advisors LLC
Latest Disclosed Ownership27,103 shares
Latest Disclosed Value $ 3,187,584
River Wealth Advisors LLC reports 2.59% decrease in ownership of PHM / PulteGroup, Inc.

On May 13, 2026 - River Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 27,103 shares of PulteGroup, Inc. (MX:PHM) valued at $3,187,584 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 27,823 shares of PulteGroup, Inc.. This represents a change in shares of -2.59% 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)
2026-05-13 2026-03-31 13F PULTE GROUP COM 745867101 27,103 -720 -2.59 3,188 -2.30 0.3661
2026-02-13 2025-12-31 13F PULTE GROUP COM 745867101 27,823 -488 -1.72 3,263 -12.78 0.3659
2025-11-12 2025-09-30 13F PULTE GROUP COM 745867101 28,311 -2,307 -7.53 3,741 15.83 0.4374
2025-08-13 2025-06-30 13F PULTE GROUP COM 745867101 30,618 -580 -1.86 3,229 0.69 0.4014
2025-05-14 2025-03-31 13F PULTE GROUP COM 745867101 31,198 -436 -1.38 3,207 -6.88 0.4457
2025-02-13 2024-12-31 13F PULTE GROUP COM 745867101 31,634 -2,423 -7.11 3,445 -29.54 0.4566
2024-11-12 2024-09-30 13F PULTE GROUP COM 745867101 34,057 -3,197 -8.58 4,888 19.19 0.6516
2024-08-13 2024-06-30 13F PULTE GROUP COM 745867101 37,254 -1,020 -2.66 4,102 -11.16 0.5883
2024-05-14 2024-03-31 13F PULTE GROUP COM 745867101 38,274 -1,457 -3.67 4,617 12.56 0.6711
2024-02-13 2023-12-31 13F PULTE GROUP COM 745867101 39,731 -3,120 -7.28 4,101 29.25 0.6549
2023-11-13 2023-09-30 13F PULTE GROUP COM 745867101 42,851 -3,644 -7.84 3,173 -12.13 0.5676
2023-08-09 2023-06-30 13F PULTE GROUP COM 745867101 46,495 -1,097 -2.31 3,612 30.22 0.6128
2023-05-11 2023-03-31 13F PULTE GROUP COM 745867101 47,592 -1,209 -2.48 2,774 24.85 0.5047
2023-02-10 2022-12-31 13F PULTE GROUP COM 745867101 48,801 -438 -0.89 2,222 20.31 0.4280
2022-11-14 2022-09-30 13F PULTE GROUP COM 745867101 49,239 -3,832 -7.22 1,846 -12.22 0.3979
2022-08-10 2022-06-30 13F PULTE GROUP COM 745867101 53,071 -2,002 -3.64 2,103 -8.84 0.3875
2022-05-09 2022-03-31 13F PULTE GROUP COM 745867101 55,073 -1,189 -2.11 2,307 -28.26 0.3684
2022-02-11 2021-12-31 13F PULTE GROUP COM 745867101 56,262 -549 -0.97 3,216 23.27 0.4986
2021-11-12 2021-09-30 13F PULTE GROUP COM 745867101 56,811 -275 -0.48 2,609 -16.24 0.4469
2021-08-06 2021-06-30 13F PULTE GROUP COM 745867101 57,086 -1,261 -2.16 3,115 1.80 0.5450
2021-05-11 2021-03-31 13F PULTE GROUP COM 745867101 58,347 -877 -1.48 3,060 19.81 0.5742
2021-02-16 2020-12-31 13F PULTE GROUP COM 745867101 59,224 -440 -0.74 2,554 -7.53 0.5521
2020-11-10 2020-09-30 13F PULTE GROUP COM 745867101 59,664 -4,453 -6.95 2,762 26.58 0.7207
2020-08-11 2020-06-30 13F PULTE GROUP COM 745867101 64,117 300 0.47 2,182 53.23 0.6627
2020-05-05 2020-03-31 13F PULTE GROUP COM 745867101 63,817 1,744 2.81 1,424 -40.86 0.5688
2020-02-07 2019-12-31 13F PULTE GROUP COM 745867101 62,073 -1,795 -2.81 2,408 3.17 0.8142
2019-10-29 2019-09-30 13F PULTE GROUP COM 745867101 63,868 -1,681 -2.56 2,334 12.59 0.8819
2019-07-30 2019-06-30 13F PULTE GROUP COM 745867101 65,549 -2,531 -3.72 2,073 8.88 0.8088
2019-05-07 2019-03-31 13F PULTE GROUP COM 745867101 68,080 -4,940 -6.77 1,904 0.32 0.7973
2019-01-25 2018-12-31 13F PULTE GROUP COM 745867101 73,020 -23,065 -24.00 1,898 -20.25 0.8439
2018-11-09 2018-09-30 13F PULTE GROUP COM 745867101 96,085 -7,543 -7.28 2,380 -20.11 0.8773
2018-08-13 2018-06-30 13F PULTE GROUP COM 745867101 103,628 -1,513 -1.44 2,979 -3.93 1.1586
2018-05-02 2018-03-31 13F PULTE GROUP COM 745867101 105,141 -117 -0.11 3,101 -11.40 1.3074
2018-02-09 2017-12-31 13F PULTE GROUP COM 745867101 105,258 2,697 2.63 3,500 24.87 1.4554
2017-11-06 2017-09-30 13F PULTE GROUP COM 745867101 102,561 2,754 2.76 2,803 14.50 1.2678
2017-07-28 2017-06-30 13F PULTE GROUP COM 745867101 99,807 -2,111 -2.07 2,448 2.00 1.1395
2017-05-12 2017-03-31 13F PULTE GROUP COM 745867101 101,918 1,220 1.21 2,400 29.66 1.1647
2017-02-17 2016-12-31 13F PULTE GROUP COM 745867101 100,698 3,015 3.09 1,851 -5.46 0.9367
2016-11-02 2016-09-30 13F PULTE GROUP COM 745867101 97,683 3,542 3.76 1,958 6.70 1.0825
2016-08-05 2016-06-30 13F PULTE GROUP COM 745867101 94,141 771 0.83 1,835 5.04 1.0535
2016-04-27 2016-03-31 13F PULTE GROUP COM 745867101 93,370 970 1.05 1,747 6.07 1.0438
2016-01-19 2015-12-31 13F PULTE GROUP COM 745867101 92,400 6,304 7.32 1,647 1.35 1.0433
2015-10-26 2015-09-30 13F PULTE GROUP COM 745867101 86,096 5,736 7.14 1,625 0.37 1.1158
2015-07-13 2015-06-30 13F PULTE GROUP COM 745867101 80,360 3,719 4.85 1,619 -4.99 1.0290
2015-05-15 2015-03-31 13F PULTE GROUP COM 745867101 76,641 76,641 1,704 1.0547
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.