Position in LEN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,687,095
+$30,883 QoQ
Shares Held
18,644
-2.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#323
of 949 holders
Holding Since
Mar 2025
6 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, 2026Fiduciary Alliance LLC holds $2,004,598 across 2 Residential Construction names. LEN ranks #1 (84.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
18,644 | $1,687,095 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
2,314 | $317,503 |
All Filings in LEN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,687,095 | 18,644 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,656,212 | 19,072 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,978,591 | 19,247 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,974,416 | 15,665 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,803,938 | 16,309 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,480,547 | 12,899 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||