Position in LEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$282,961
+$71,507 QoQ
Shares Held
3,127
+28.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#636
of 949 holders
Holding Since
Mar 2020
26 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, 2026CreativeOne Wealth, LLC holds $773,898 across 2 Residential Construction names. LEN ranks #2 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
3,578 | $490,937 | |
| 2 | LEN |
Lennar Corp /New/
This page
|
3,127 | $282,961 |
All Filings in LEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,961 | 3,127 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $211,454 | 2,435 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $237,570 | 2,311 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $555,835 | 4,410 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $515,331 | 4,659 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $528,905 | 4,608 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $620,619 | 4,551 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $803,726 | 4,287 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $619,862 | 4,136 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $783,369 | 4,555 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $613,001 | 4,113 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $546,896 | 4,873 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $294 | 4,135 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $529,439 | 5,037 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $464,717 | 5,135 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $496,204 | 6,656 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $290,677 | 4,119 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $344,566 | 4,245 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $472,306 | 4,066 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $371,815 | 3,969 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $337,690 | 3,399 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $306,929 | 3,032 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $239,362 | 3,140 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $264,643 | 3,240 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $347,167 | 5,634 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $244,900 | 6,411 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||