Position in LEN
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,268,760
+$152,780 QoQ
Shares Held
14,021
+9.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#368
of 949 holders
Holding Since
Jun 2022
15 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, 2026Confluence Wealth Services, Inc. holds $1,268,760 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
|
14,021 | $1,268,760 |
All Filings in LEN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,268,760 | 14,021 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,115,980 | 12,851 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,204,610 | 11,718 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,396,523 | 11,080 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,188,836 | 10,748 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,189,235 | 10,361 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,255,421 | 9,206 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,407,412 | 7,507 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,101,544 | 7,350 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,176,171 | 6,839 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $947,745 | 6,359 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $762,153 | 6,791 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $562,140 | 4,486 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $293,992 | 2,797 | Shares | Sole | 2023-05-12 | |
| 2022-06-30 | $185,951 | 2,635 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||