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Valued Wealth Advisors LLC

SEC CIK
0002007175
Latest filing
Jul 20, 2026

LEN holding history

Lennar Corp in every 13F filed by Valued Wealth Advisors 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)
41
Value
$3.71K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of LEN by Valued Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641$3.71K<0.1%+33+412.5%AddedHolders
Q1 20268$695<0.1%−8−50.0%ReducedHolders
Q4 202516$1.65K<0.1%+8+100.0%AddedHolders
Q3 20258$1.01K<0.1%00.0%UnchangedHolders
Q2 20258$886<0.1%−39−83.0%ReducedHolders
Q1 202547$5.41K<0.1%−16−25.4%ReducedHolders
Q4 202463$8.59K<0.1%+6+10.5%AddedHolders
Q3 202457$10.7K<0.1%+4+7.5%AddedHolders
Q2 202453$7.94K<0.1%+14+35.9%AddedHolders
Q1 202439$6.71K<0.1%+19+95.0%AddedHolders
Q4 202320$2.25K<0.1%–No prior filingHolders