VALLEY NATIONAL ADVISERS INC

Position in LEN — Lennar Corp /New/

CIK 773411 BETHLEHEM, PA

Position in LEN

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$26,604

+$1,247 QoQ

Shares Held

294

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#780

of 949 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $4,089,676 across 5 Residential Construction names. LEN ranks #3 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/	15,131	$2,076,124
2	DHI	Horton D R Inc /De/	12,037	$1,960,586
3	LEN	Lennar Corp /New/ This page	294	$26,604
4	TOL	Toll Brothers, Inc.	150	$24,712
5	TMHC	Taylor Morrison Home Corp	23	$1,650

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,604	294	+0.7%	Shares	Sole	2026-07-29
2026-03-31	$25,357	292	-13.1%	Shares	Sole	2026-04-15
2025-12-31	$34,540	336	-4.0%	Shares	Sole	2026-01-23
2025-09-30	$44,114	350	+1.2%	Shares	Sole	2025-10-17
2025-06-30	$38,271	346	-25.8%	Shares	Sole	2025-07-22
2025-03-31	$53,487	466	+34.7%	Shares	Sole	2025-04-25
2024-12-31	$47,184	346	-0.3%	Shares	Sole	2025-01-24
2024-09-30	$65,055	347	-7.7%	Shares	Sole	2024-10-24
2024-06-30	$56,351	376	+1.9%	Shares	Sole	2024-07-18
2024-03-31	$63,460	369	+2.8%	Shares	Sole	2024-04-19
2023-12-31	$53,505	359	+22.1%	Shares	Sole	2024-01-25
2023-09-30	$32,995	294	+3.5%	Shares	Sole	2023-11-13
2023-06-30	$35,588	284	-38.3%	Shares	Sole	2023-07-31
2023-03-31	$48,350	460	0.0%	Shares	Sole	2023-04-26
2022-12-31	$41,629	460	0.0%	Shares	Sole	2023-01-12
2022-09-30	$34,292	460	0.0%	Shares	Sole	2022-11-08
2022-06-30	$32,462	460	-42.0%	Shares	Sole	2022-07-15
2020-12-31	$60,450	793	0.0%	Shares	Sole	2021-02-11
2020-09-30	$64,772	793	0.0%	Shares	Sole	2020-11-13
2020-06-30	$48,864	793	0.0%	Shares	Sole	2020-08-10
2020-03-31	$30,292	793	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.