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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

LEN holding history

Lennar Corp in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LEN overviewAll 13F holders of LENFull Q2 2026 holdings

Shares (Q2 2026)
860,770
Value
$77.9M
% of portfolio
0.4%
Quarters held
18
Since Q1 2021
Holdings of LEN by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026860,770$77.9M0.4%+179,613+26.4%AddedHolders
Q1 2026681,157$59.2M0.3%+402,950+144.8%AddedHolders
Q4 2025278,207$28.6M0.2%+261,337+1,549.1%AddedHolders
Q3 202516,870$2.13M<0.1%+7,810+86.2%AddedHolders
Q2 20259,060$1.00M<0.1%+9,060NewHolders
Q4 20240$00.0%−1,263−100.0%Sold outHolders
Q3 20241,263$236.8K<0.1%+1,263NewHolders
Q1 20240$00.0%−18,686−100.0%Sold outHolders
Q4 202318,686$2.77M<0.1%−5,858−23.9%ReducedHolders
Q3 202324,544$2.75M<0.1%−2,553−9.4%ReducedHolders
Q2 202327,097$3.40M<0.1%+1,990+7.9%AddedHolders
Q1 202325,107$2.64M<0.1%−665−2.6%ReducedHolders
Q4 202225,772$2.33M<0.1%−2,826−9.9%ReducedHolders
Q3 202228,598$2.13M<0.1%+4,365+18.0%AddedHolders
Q2 202224,233$1.71M<0.1%+550+2.3%AddedHolders
Q1 202223,683$1.92M<0.1%+781+3.4%AddedHolders
Q4 202122,902$2.66M<0.1%+1,335+6.2%AddedHolders
Q3 202121,567$2.02M<0.1%−698−3.1%ReducedHolders
Q2 202122,265$2.21M<0.1%+972+4.6%AddedHolders
Q1 202121,293$2.16M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.