PERSONAL CFO SOLUTIONS, LLC

Position in LEN — Lennar Corp /New/

CIK 1677501 CHESTER, NJ

Position in LEN

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$360,602

+$62,568 QoQ

Shares Held

3,985

+16.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#591

of 949 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Consumer Cyclical · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $1,954,150 across 5 Residential Construction names. LEN ranks #2 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	5,117	$833,456
2	LEN	Lennar Corp /New/ This page	3,985	$360,602
3	IBP	Installed Building Products, Inc.	1,219	$280,174
4	PHM	Pultegroup Inc/Mi/	2,008	$275,517
5	NVR	Nvr Inc	30	$204,401

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$360,602	3,985	+16.1%	Shares	Sole	2026-08-07
2026-03-31	$298,034	3,432	-50.4%	Shares	Sole	2026-04-30
2025-12-31	$710,759	6,914	-4.3%	Shares	Defined	2026-01-22
2025-09-30	$910,134	7,221	+1.7%	Shares	Defined	2025-11-10
2025-06-30	$785,109	7,098	-3.5%	Shares	Defined	2025-08-12
2025-03-31	$844,092	7,354	-9.1%	Shares	Defined	2025-04-30
2024-12-31	$1,102,823	8,087	-6.5%	Shares	Defined	2025-02-07
2024-09-30	$1,621,889	8,651	+0.9%	Shares	Defined	2024-11-14
2024-06-30	$1,285,584	8,578	+1.1%	Shares	Defined	2024-08-09
2024-03-31	$1,459,422	8,486	+3.3%	Shares	Defined	2024-05-13
2023-12-31	$1,224,810	8,218	-13.4%	Shares	Defined	2024-02-13
2023-09-30	$1,064,950	9,489	+3.8%	Shares	Defined	2023-11-13
2023-06-30	$1,145,584	9,142	+1.5%	Shares	Defined	2023-08-10
2023-03-31	$946,725	9,007	-5.6%	Shares	Defined	2023-05-09
2022-12-31	$863,822	9,545	+18.1%	Shares	Defined	2023-02-14
2022-09-30	$602,661	8,084	+2.4%	Shares	Defined	2022-11-01
2022-06-30	$557,291	7,897	-1.2%	Shares	Defined	2022-08-05
2022-03-31	$648,629	7,991	+1.0%	Shares	Defined	2022-05-02
2021-12-31	$918,825	7,910	-14.2%	Shares	Defined	2022-02-11
2021-09-30	$863,448	9,217	+2.3%	Shares	Defined	2021-11-18
2021-06-30	$895,044	9,009	+7.4%	Shares	Defined	2021-07-22
2021-03-31	$848,813	8,385	+9.2%	Shares	Defined	2021-04-21
2020-12-31	$585,370	7,679	+5.8%	Shares	Defined	2021-02-09
2020-09-30	$1,000	7,259	-2.5%	Shares	Defined	2020-11-02
2020-06-30	$458,822	7,446	—	Shares	Defined	2020-08-03
No filing history on record for this holder in this stock.