Bogart Wealth, LLC

Position in LEN — Lennar Corp /New/

CIK 1715740 MCLEAN, VA

Position in LEN

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$6,605

+$3,740 QoQ

Shares Held

+121.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#853

of 949 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Bogart Wealth, LLC holds $8,469,933 across 13 Residential Construction names. LEN ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/	61,459	$8,432,789
2	TOL	Toll Brothers, Inc.	52	$8,567
3	DHI	Horton D R Inc /De/	47	$7,655
4	LEN	Lennar Corp /New/ This page	73	$6,605
5	MTH	Meritage Homes CORP	53	$4,444
6	DFH	Dream Finders Homes, Inc.	169	$2,916
7	LGIH	LGI Homes, Inc.	38	$2,419
8	TMHC	Taylor Morrison Home Corp	14	$1,004

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,605	73	+121.2%	Shares	Sole	2026-07-24
2026-03-31	$2,865	33	+312.5%	Shares	Sole	2026-04-28
2025-12-31	$822	8	-100.0%	Shares	Sole	2026-01-30
2025-09-30	$7,500,766	59,511	+1.4%	Shares	Sole	2025-10-27
2025-06-30	$6,492,585	58,698	+4.3%	Shares	Sole	2025-07-30
2025-03-31	$6,461,884	56,298	+296205.3%	Shares	Sole	2025-05-02
2024-12-31	$2,591	19	-44.1%	Shares	Sole	2025-01-30
2020-12-31 LEN-B	—	2	0.0%	Shares	Sole	2021-01-14
2020-12-31	$2,591	34	0.0%	Shares	Sole	2021-01-14
2020-09-30 LEN-B	—	2	0.0%	Shares	Sole	2020-10-06
2020-09-30	$2,777	34	0.0%	Shares	Sole	2020-10-06
2020-06-30 LEN-B	—	2	0.0%	Shares	Sole	2020-07-08
2020-06-30	$2,095	34	0.0%	Shares	Sole	2020-07-08
2020-03-31 LEN-B	—	2	—	Shares	Sole	2020-04-20
2020-03-31	$1,298	34	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.