Position in LEN
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$20,060
-$11,021 QoQ
Shares Held
231
-17.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 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, 2026Opal Wealth Advisors, LLC holds $286,357 across 1 Residential Construction name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
2,087 | $286,357 |
All Filings in LEN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,060 | 231 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $31,081 | 281 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $30,187 | 263 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 LEN-B | — | 40 | Shares | Sole | 2024-07-12 | |
| 2024-06-30 | $54,402 | 363 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||