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Instrumental Wealth, LLC

SEC CIK
0001976010
Latest filing
Jul 16, 2026

LEN holding history

Lennar Corp in every 13F filed by Instrumental Wealth, 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)
2,718
Value
$245.9K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of LEN by Instrumental Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,718$245.9K0.1%−63−2.3%ReducedHolders
Q1 20262,781$241.5K0.1%+44+1.6%AddedHolders
Q4 20252,737$306.6K0.2%+2,737NewHolders