Ascentis Wealth Management, LLC

Position in LEN — Lennar Corp /New/

CIK 2032602 DALLAS, TX

Position in LEN

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$64,609

+$2,953 QoQ

Shares Held

714

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#749

of 949 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $904,731 across 4 Residential Construction names. LEN ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	3,275	$539,555
2	DHI	Horton D R Inc /De/	1,818	$296,114
3	LEN	Lennar Corp /New/ This page	714	$64,609
4	DFH	Dream Finders Homes, Inc.	258	$4,453

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$64,609	714	+0.6%	Shares	Sole	2026-07-30
2026-03-31	$61,656	710	-65.8%	Shares	Sole	2026-04-28
2025-12-31	$213,206	2,074	+0.1%	Shares	Sole	2026-01-14
2025-09-30	$261,154	2,072	+5.2%	Shares	Sole	2025-10-24
2025-06-30	$217,899	1,970	+1297.2%	Shares	Sole	2025-07-16
2025-03-31	$16,183	141	-39.5%	Shares	Sole	2025-04-21
2024-12-31	$31,772	233	—	Shares	Sole	2025-01-10
No filing history on record for this holder in this stock.