Position in LEN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,402,016
+$4,702,893 QoQ
Shares Held
92,873
+118.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#150
of 949 holders
Holding Since
Mar 2023
14 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, 2026Integrated Wealth Concepts LLC holds $14,106,522 across 18 Residential Construction names. LEN ranks #1 (59.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
92,873 | $8,402,016 | |
| 2 | DHI |
Horton D R Inc /De/
|
9,548 | $1,555,178 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
10,547 | $1,447,153 | |
| 4 | TOL |
Toll Brothers, Inc.
|
4,364 | $718,969 | |
| 5 | NVR |
Nvr Inc
|
95 | $647,272 | |
| 6 | DFH |
Dream Finders Homes, Inc.
|
23,201 | $400,449 | |
| 7 | IBP |
Installed Building Products, Inc.
|
1,056 | $242,711 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
249 | $152,980 |
All Filings in LEN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 LEN-B | $102,726 | 1,158 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $8,299,290 | 91,715 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,699,123 | 42,597 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,691,342 | 35,908 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,664,486 | 29,074 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,400,483 | 30,743 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,483,458 | 30,349 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $3,231,149 | 23,694 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,666,546 | 19,557 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,767,349 | 18,465 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,821,504 | 16,406 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,970,904 | 13,224 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,783,783 | 15,894 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,245,581 | 9,940 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,684,388 | 16,025 | Shares | Other | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||