Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership282 shares
Latest Disclosed Value $ 24,489
Heritage Wealth Advisors ownership in LEN / Lennar Corporation

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 282 shares of Lennar Corporation (MX:LEN) valued at $24,489 USD as of March 31, 2026. The entity filed a previous 13F-HR on August 5, 2019 disclosing 0 shares of Lennar Corporation. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F Lennar Corp Cl A CL A 526057104 282 0 0.00 24 -14.29 0.0010
2026-02-13 2025-12-31 13F Lennar Corp Cl A CL A 526057104 282 -60 -17.54 29 -34.88 0.0011
2025-11-13 2025-09-30 13F Lennar Corp Cl A CL A 526057104 342 0 0.00 43 16.22 0.0019
2025-08-11 2025-06-30 13F Lennar Corp Cl A CL A 526057104 342 0 0.00 38 -5.13 0.0018
2025-05-08 2025-03-31 13F Lennar Corp Cl A CL A 526057104 342 -21 -5.79 39 -20.41 0.0020
2025-02-12 2024-12-31 13F Lennar Corp Cl A CL A 526057104 363 -15 -3.97 50 -30.00 0.0025
2024-11-12 2024-09-30 13F Lennar Corp Cl A CL A 526057104 378 90 31.25 71 62.79 0.0033
2024-12-12 2024-06-30 13F/A-1 Lennar Corp Cl A CL A 526057104 288 0 0.00 43 -12.24 0.0019
2024-08-06 2024-06-30 13F Lennar Corp Cl A CL A 526057104 288 0 43 0.0019
2024-12-12 2024-03-31 13F/A-1 Lennar Corp Cl A CL A 526057104 288 0 0.00 50 16.67 0.0023
2024-05-08 2024-03-31 13F Lennar Corp Cl A CL A 526057104 288 0 50 0.0023
2024-12-12 2023-12-31 13F/A-1 Lennar Corp Cl A CL A 526057104 288 0 0.00 43 31.25 0.0021
2024-02-12 2023-12-31 13F Lennar Corp Cl A CL A 526057104 322 34 48 0.0024
2024-12-12 2023-09-30 13F/A-1 Lennar Corp Cl A CL A 526057104 288 0 0.00 32 -11.11 0.0018
2023-11-09 2023-09-30 13F Lennar Corp Cl A CL A 526057104 288 0 32 0.0018
2024-12-12 2023-06-30 13F/A-1 Lennar Corp Cl A CL A 526057104 288 -18 -5.88 36 12.50 0.0019
2023-08-09 2023-06-30 13F Lennar Corp Cl A CL A 526057104 288 -18 36 0.0019
2023-05-04 2023-03-31 13F Lennar Corp Cl A CL A 526057104 306 -125 -29.00 32 -17.95 0.0018
2024-12-12 2022-12-31 13F/A-1 Lennar Corp Cl A CL A 526057104 431 431 39 0.0023
2023-02-07 2022-12-31 13F Lennar Corp Cl A CL A 526057104 431 431 39 0.0023
2021-11-02 2021-09-30 13F Lennar Corp Cl A CL A 526057104 0 -550 -100.00 0 -100.00
2021-07-27 2021-06-30 13F Lennar Corp Cl A CL A 526057104 550 550 42 0.0026
2021-04-27 2021-03-31 13F Lennar Corp Cl A CL A 526057104 0 -550 -100.00 0 -100.00
2021-02-01 2020-12-31 13F Lennar Corp Cl A CL A 526057104 550 200 57.14 42 50.00 0.0026
2020-11-03 2020-09-30 13F Lennar Corp Cl A CL A 526057104 350 100 40.00 29 86.67 0.0037
2020-07-17 2020-06-30 13F/A-1 Lennar Corp Cl A CL A 526057104 250 0 0.00 15 66.67 0.0022
2020-07-17 2020-06-30 13F Lennar Corp Cl A CL A 526057104 800 550 15 2,099.0911
2020-05-05 2020-03-31 13F Lennar Corp Cl A CL A 526057104 250 0 0.00 10 -30.77 0.0017
2020-02-04 2019-12-31 13F Lennar Corp Cl A CL A 526057104 250 0 0.00 14 0.00 0.0018
2019-10-30 2019-09-30 13F Lennar Corp Cl A CL A 526057104 250 0 0.00 13 8.33 0.0019
2019-08-05 2019-06-30 13F Lennar Corp Cl A CL A 526057104 250 0 0.00 12 0.00 0.0019
2019-05-06 2019-03-31 13F Lennar Corp Cl A CL A 526057104 250 0 0.00 12 33.33 0.0020
2019-01-26 2018-12-31 13F Lennar Corp Cl A CL A 526057104 250 0 0.00 9 -18.18 0.0018
2018-11-14 2018-09-30 13F Lennar Corp Cl A CL A 526057104 250 250 11 0.0022
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.