Mowery & Schoenfeld Wealth Management, LLC
Position in LEN — Lennar Corp /New/
CIK 2019946
LINCOLNSHIRE, IL
Position in LEN
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$14
-$4,098 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $7,981 across 1 Residential Construction name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
49 | $7,981 |
All Filings in LEN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14 | 0 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,112 | 40 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,041 | 40 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,424 | 40 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,591 | 40 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,273 | 46 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||