Institute for Wealth Management, LLC.

Position in LEN — Lennar Corp /New/

CIK 1533954 DENVER, CO

Position in LEN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$769,979

+$31,058 QoQ

Shares Held

8,509

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#452

of 949 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $3,877,276 across 9 Residential Construction names. LEN ranks #2 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/	11,337	$1,555,549
2	LEN	Lennar Corp /New/ This page	8,509	$769,979
3	GRBK	Green Brick Partners, Inc.	6,469	$517,778
4	MHO	M/I Homes, Inc.	2,831	$455,196
5	DHI	Horton D R Inc /De/	2,441	$397,590
6	TOL	Toll Brothers, Inc.	428	$70,513
7	KBH	Kb Home	820	$51,323
8	NVR	Nvr Inc	5	$34,066

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$769,979	8,509	0.0%	Shares	Sole	2026-07-28
2026-03-31	$738,921	8,509	-7.8%	Shares	Sole	2026-05-14
2025-12-31	$948,638	9,228	-2.2%	Shares	Sole	2026-01-27
2025-09-30	$1,189,313	9,436	0.0%	Shares	Sole	2025-10-17
2025-06-30	$1,043,715	9,436	-2.1%	Shares	Sole	2025-07-18
2025-03-31	$1,106,020	9,636	+11.2%	Shares	Sole	2025-04-21
2024-12-31	$1,181,236	8,662	-0.3%	Shares	Sole	2025-01-23
2024-09-30	$1,628,638	8,687	-0.3%	Shares	Sole	2024-11-12
2024-06-30	$1,305,367	8,710	0.0%	Shares	Sole	2024-07-25
2024-03-31	$1,497,946	8,710	-0.5%	Shares	Sole	2024-04-30
2023-12-31	$1,304,547	8,753	-0.8%	Shares	Sole	2024-01-31
2023-09-30	$990,541	8,826	-0.4%	Shares	Sole	2023-10-13
2023-06-30	$1,109,870	8,857	0.0%	Shares	Sole	2023-07-25
2023-03-31	$930,959	8,857	-0.1%	Shares	Sole	2023-04-20
2022-12-31	$802,463	8,867	-0.7%	Shares	Sole	2023-02-02
2022-09-30	$665,507	8,927	0.0%	Shares	Sole	2022-10-18
2022-06-30	$629,978	8,927	-0.8%	Shares	Sole	2022-07-25
2022-03-31	$730,286	8,997	-0.6%	Shares	Sole	2022-04-29
2021-12-31	$1,050,899	9,047	0.0%	Shares	Sole	2022-01-21
2021-09-30	$847,522	9,047	0.0%	Shares	Sole	2021-11-15
2021-06-30	$898,819	9,047	0.0%	Shares	Sole	2021-07-21
2021-03-31	$915,827	9,047	-0.3%	Shares	Sole	2021-05-04
2020-12-31	$691,635	9,073	-2.4%	Shares	Sole	2021-02-01
2020-09-30	$759,297	9,296	+0.6%	Shares	Sole	2020-11-03
2020-06-30	$569,122	9,236	-1.2%	Shares	Sole	2020-07-30
2020-03-31	$357,170	9,350	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.