Pinnacle Wealth Planning Services, Inc.

Position in LEN — Lennar Corp /New/

CIK 1726752 MANSFIELD, OH

Position in LEN

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

Position Value

$45,112

-$7,835 QoQ

Shares Held

500

-18.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#763

of 949 holders

Holding Since

Dec 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $1,418,032 across 14 Residential Construction names. LEN ranks #9 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	2,546	$414,692
2	IBP	Installed Building Products, Inc.	1,075	$247,078
3	PHM	Pultegroup Inc/Mi/	1,423	$195,249
4	MHO	M/I Homes, Inc.	700	$112,553
5	MTH	Meritage Homes CORP	1,342	$112,526
6	CVCO	Cavco Industries, Inc.	173	$106,287
7	SKY	Champion Homes, Inc.	1,064	$93,759
8	GRBK	Green Brick Partners, Inc.	697	$55,787

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 LEN-B	$6,564	74	+722.2%	Shares	Sole	2026-08-07
2026-06-30	$38,548	426	-29.1%	Shares	Sole	2026-08-07
2026-03-31 LEN-B	$757	9	-18.2%	Shares	Sole	2026-05-11
2026-03-31	$52,190	601	-45.8%	Shares	Sole	2026-05-11
2025-12-31 LEN-B	$1,046	11	+266.7%	Shares	Sole	2026-02-13
2025-12-31	$114,005	1,109	-42.4%	Shares	Sole	2026-02-13
2024-09-30	$360,711	1,924	-0.3%	Shares	Sole	2024-11-13
2024-06-30	$289,099	1,929	+6.9%	Shares	Sole	2024-08-09
2024-03-31	$310,251	1,804	-1.2%	Shares	Sole	2024-05-10
2023-12-31	$271,998	1,825	+0.2%	Shares	Sole	2024-02-08
2023-09-30	$204,483	1,822	+0.2%	Shares	Sole	2023-11-08
2023-06-30	$227,938	1,819	+483.0%	Shares	Sole	2023-08-07
2020-12-31 LEN-B	—	3	—	Shares	Sole	2021-02-12
2020-12-31	$23,783	312	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.