Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

LEN holding history

Lennar Corp in every 13F filed by True Wealth Design, 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)
228
Value
$20.6K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of LEN by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026228$20.6K<0.1%+162+245.5%AddedHolders
Q1 202666$5.73K<0.1%−8−10.8%ReducedHolders
Q4 202574$7.58K<0.1%00.0%UnchangedHolders
Q3 202574$9.36K<0.1%−21−22.1%ReducedHolders
Q2 202595$10.5K<0.1%+32+50.8%AddedHolders
Q1 202563$7.18K<0.1%+45+250.0%AddedHolders
Q4 202418$2.39K<0.1%+7+63.6%AddedHolders
Q3 202411$2.06K<0.1%+1+10.0%AddedHolders
Q2 202410$1.50K<0.1%+1+11.1%AddedHolders
Q1 20249$1.55K<0.1%−6,669−99.9%ReducedHolders
Q4 20236,678$995.3K0.3%−338−4.8%ReducedHolders
Q3 20237,016$787.4K0.3%−569−7.5%ReducedHolders
Q2 20237,585$950.5K0.3%−691−8.3%ReducedHolders
Q1 20238,276$869.9K0.4%−916−10.0%ReducedHolders
Q4 20229,192$831.9K0.4%–No prior filingHolders