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Disclosery

Leo Wealth, LLC: AFRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leo Wealth, LLC on AFRM, newest first. How the timeline and the estimate are built.

Leo Wealth, LLC held 924,622 AFRM shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 924,622 shares
    Change vs previous 13F -83 shares

    3.08% of the 13F portfolio, value $42,366,187.

    13F-HR 0001754960-26-000352 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 924,705 shares
    Change vs previous 13F -65 shares

    4.99% of the 13F portfolio, value $68,825,801.

    13F-HR 0001754960-26-000097 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 924,770 shares
    Change vs previous 13F -73,321 shares

    8.76% of the 13F portfolio, value $67,582,192.

    13F-HR 0001754960-25-000792 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 998,091 shares
    Change vs previous 13F +45,786 shares

    5.37% of the 13F portfolio, value $69,008,012.

    13F-HR 0001754960-25-000476 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 952,305 shares
    Change vs previous 13F -73,208 shares

    6.19% of the 13F portfolio, value $43,034,663.

    13F-HR 0001754960-25-000272 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 1,025,513 shares
    Change vs previous 13F -79,000 shares

    5.6% of the 13F portfolio, value $62,453,742.

    13F-HR 0001754960-25-000075 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 1,104,513 shares
    Change vs previous 13F -38,706 shares

    4.12% of the 13F portfolio, value $45,086,221.

    13F-HR 0001754960-24-000519 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 1,143,219 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $34,536,646.

    13F-HR 0001754960-24-000273 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).