ELEVATION POINT WEALTH PARTNERS, LLC

Position in LEN — Lennar Corp /New/

CIK 1744349 DENVER, CO

Position in LEN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$708,446

+$610,955 QoQ

Shares Held

7,829

+768.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#464

of 949 holders

Holding Since

Sep 2020

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $15,841,816 across 6 Residential Construction names. LEN ranks #5 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DFH	Dream Finders Homes, Inc.	344,821	$5,951,610
2	DHI	Horton D R Inc /De/	24,068	$3,920,195
3	NVR	Nvr Inc	538	$3,665,609
4	PHM	Pultegroup Inc/Mi/	9,798	$1,344,383
5	LEN	Lennar Corp /New/ This page	7,829	$708,446
6	TOL	Toll Brothers, Inc.	1,527	$251,573

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$708,446	7,829	+1541.3%	Shares	Sole	2026-08-12
2025-06-30 LEN-B	$44,731	425	—	Shares	Sole	2026-02-03
2025-06-30	$52,760	477	-82.8%	Shares	Sole	2026-02-03
2024-12-31	$377,881	2,771	-6.7%	Shares	Sole	2026-02-03
2024-09-30	$556,815	2,970	+0.6%	Shares	Sole	2026-02-03
2024-06-30	$442,266	2,951	+12.4%	Shares	Sole	2026-02-03
2021-03-31	$265,829	2,626	-2.9%	Shares	Sole	2021-05-04
2020-12-31	$206,202	2,705	+0.0%	Shares	Sole	2021-02-12
2020-09-30	$220,862	2,704	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.