PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in LEN — Lennar Corp /New/
CIK 2145782
WALTHAM, MA
Position in LEN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,800
+$1,195 QoQ
Shares Held
42
+40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#877
of 949 holders
Holding Since
Sep 2025
4 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $420,008 across 2 Residential Construction names. LEN ranks #2 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GRBK |
Green Brick Partners, Inc.
|
5,200 | $416,208 | |
| 2 | LEN |
Lennar Corp /New/
This page
|
42 | $3,800 |
All Filings in LEN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,800 | 42 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,605 | 30 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $2,467 | 24 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $3,024 | 24 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||