Position in LEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,518
+$1,030 QoQ
Shares Held
282
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#782
of 949 holders
Holding Since
Mar 2020
19 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, 2026Heritage Wealth Advisors holds $29,908 across 2 Residential Construction names. LEN ranks #1 (85.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
282 | $25,518 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
32 | $4,390 |
All Filings in LEN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,518 | 282 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $24,488 | 282 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $28,989 | 282 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $43,105 | 342 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $37,828 | 342 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $39,254 | 342 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $49,502 | 363 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $70,867 | 378 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $43,162 | 288 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $49,530 | 288 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $42,923 | 288 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $32,322 | 288 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $36,089 | 288 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $32,163 | 306 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $39,005 | 431 | Shares | Sole | 2024-12-12 | |
| 2020-12-31 | $41,926 | 550 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $28,588 | 350 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $15,404 | 250 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $9,550 | 250 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||