Position in LEN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$245,951
+$4,449 QoQ
Shares Held
2,718
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#659
of 949 holders
Holding Since
Dec 2025
3 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, 2026INSTRUMENTAL WEALTH, LLC holds $245,951 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
|
2,718 | $245,951 |
All Filings in LEN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,951 | 2,718 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $241,502 | 2,781 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $281,363 | 2,737 | Shares | Sole | 2026-02-27 | |
| No filing history on record for this holder in this stock. | ||||||