LEN LENNAR CORP

Ownership history in Bison Wealth, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in LENNAR CORP (LEN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.19% (2015 Q3)
Avg. % of fund
0.14%
First filed
2015 Q1
Last filed
2024 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 1,488 -4,729 -76.1% 0.04% $279K $177.16
2015 Q4 ADDED 6,217 +336 +5.7% 0.17% $304K $42.16
2015 Q3 ADDED 5,881 +1,117 +23.4% 0.19% $283K $41.46
2015 Q2 ADDED 4,764 +544 +12.9% 0.14% $243K $43.93
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% of Fund (quarterly)    LEN price (monthly, adj. close)
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