Omnia Family Wealth, LLC LEN Lennar Corp CL A Com STK

Ownership history in Omnia Family Wealth, LLC  ·  37 quarters on record

AI Ownership Summary

Omnia Family Wealth, LLC reported Lennar Corp CL A Com STK (LEN) in 37 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.51% in 2024 Q1. The latest visible filing shows LEN at 0.19% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Omnia Family Wealth, LLC's position in Lennar Corp CL A Com STK, 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 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 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 Omnia Family Wealth, LLC 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 6,916 +567 +8.9% 0.19% $601K 2026-05-07 $87.74
2025 Q4 ADDED 6,349 +26 +0.4% 0.19% $653K 2026-01-16 $117.44
2025 Q3 ADDED 6,323 +13 +0.2% 0.26% $797K 2025-11-06 $119.16
2025 Q2 REDUCED 6,310 -107 -1.7% 0.25% $698K 2025-07-28 $114.53
2025 Q1 ADDED 6,417 +102 +1.6% 0.31% $737K 2025-04-23 $105.62
2024 Q4 UNCHANGED 6,315 0% 0.51% $1.2M 2025-02-06 $124.36
2024 Q3 REDUCED 6,315 -11 -0.2% 0.51% $1.2M 2024-11-06 $159.01
2024 Q2 ADDED 6,326 +28 +0.4% 0.40% $948K 2024-08-14 $158.97
2024 Q1 REDUCED 6,298 -78 -1.2% 0.51% $1.1M 2024-04-30 $142.02
2023 Q4 REDUCED 57.1% +13.0% 6,376 -8,490 -57.1% 0.49% $950K 2024-02-05 $142.38
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Omnia Family Wealth, LLC and LEN

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

How long has Omnia Family Wealth, LLC reported owning LEN?

Omnia Family Wealth, LLC reported LEN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LEN position in Omnia Family Wealth, LLC's portfolio?

The largest reported portfolio weight for LEN was 0.51% in 2024 Q1.

What is the latest reported LEN position on this page?

The most recent filing on this page is 2026 Q1, when Omnia Family Wealth, LLC reported 6,916 shares, equal to 0.19% of portfolio, with an estimated market value of $601K.

What does the chart on this LEN ownership page compare?

The chart compares Omnia Family Wealth, LLC'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 Omnia Family Wealth, LLC time their LEN position?

Based on 13F filing dates vs. subsequent LEN price moves, Omnia Family Wealth, LLC correctly timed 10 out of 17 reported position changes (59%). The annualised alpha on LEN relative to SPY over the holding period was -6.1%.

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