Position in LEN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$545,835
+$20,453 QoQ
Shares Held
6,032
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#506
of 949 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Circle Wealth Management, LLC holds $545,835 across 1 Residential Construction name. LEN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
6,032 | $545,835 |
All Filings in LEN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,835 | 6,032 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $525,382 | 6,050 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $613,716 | 5,970 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $640,913 | 5,085 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $531,481 | 4,805 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $461,759 | 4,023 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||