Position in LEN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,726,111
-$185,906 QoQ
Shares Held
52,228
-7.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#208
of 949 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Live Oak Private Wealth LLC holds $4,726,111 across 1 Residential Construction name. LEN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
52,228 | $4,726,111 |
All Filings in LEN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,726,111 | 52,228 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,912,017 | 56,564 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $939,489 | 9,139 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||