INDEPENDENT FINANCIAL GROUP, LLC

Position in LEN — Lennar Corp /New/

CIK 275484 SAN DIEGO, CA

Position in LEN

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$433,990

-$178,318 QoQ

Shares Held

4,796

-32.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#555

of 949 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $1,274,118 across 3 Residential Construction names. LEN ranks #2 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	2,958	$487,330
2	LEN	Lennar Corp /New/ This page	4,796	$433,990
3	DHI	Horton D R Inc /De/	2,166	$352,798

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$433,990	4,796	-32.0%	Shares	Sole	2026-07-15
2026-03-31	$612,308	7,051	+19.7%	Shares	Sole	2026-05-15
2025-12-31	$605,800	5,893	+221.7%	Shares	Sole	2026-05-15
2024-12-31	$241,848	1,832	-20.5%	Shares	Sole	2026-06-12
2024-09-30	$418,336	2,305	-79.5%	Shares	Sole	2026-06-12
2024-03-31	$1,869,970	11,232	-10.6%	Shares	Sole	2026-06-12
2023-12-31	$1,812,430	12,562	+9.6%	Shares	Sole	2026-06-12
2023-09-30	$1,245,394	11,463	-17.7%	Shares	Sole	2026-06-12
2023-06-30	$1,690,411	13,935	+163.7%	Shares	Sole	2026-06-12
2021-12-31	$594,294	5,285	+25.4%	Shares	Sole	2026-06-15
2021-09-30	$382,246	4,215	+13.5%	Shares	Sole	2026-06-15
2021-06-30	$357,294	3,715	+1.0%	Shares	Sole	2026-06-15
2021-03-31	$360,527	3,679	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.