Global Wealth Strategies & Associates LEN LENNAR CORP CL A

Ownership history in Global Wealth Strategies & Associates  ·  5 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported LENNAR CORP CL A (LEN) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows LEN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Strategies & Associates's position in LENNAR CORP CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LEN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Wealth Strategies & Associates held LEN — position size vs. price
% of Fund (quarterly)    LEN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 164 0% 0.00% $14K 2026-05-15 (Est.) $82.30
2025 Q4 ADDED 164 +1 +0.6% 0.00% $17K 2026-01-02 $103.21
2025 Q3 ADDED 163 +1 +0.6% 0.01% $21K 2025-10-02 $126.55
2025 Q2 UNCHANGED 162 0% 0.01% $18K 2025-07-07 $107.70
2025 Q1 INITIATED 162 0.01% $19K 2025-04-02 $113.03

FAQ About Global Wealth Strategies & Associates and LEN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Wealth Strategies & Associates reported owning LEN?

Global Wealth Strategies & Associates reported LEN across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported LEN position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for LEN was 0.01% in 2025 Q1.

What is the latest reported LEN position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 164 shares, equal to 0.00% of portfolio, with an estimated market value of $14K.

What does the chart on this LEN ownership page compare?

The chart compares Global Wealth Strategies & Associates's quarterly LEN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Global Wealth Strategies & Associates time their LEN position?

Based on 13F filing dates vs. subsequent LEN price moves, Global Wealth Strategies & Associates correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on LEN relative to SPY over the holding period was -41.5%.

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