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Disclosery

Leo Wealth, LLC: AVTR position timeline

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

Leo Wealth, LLC held 42,246 AVTR 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 42,246 shares
    Change vs previous 13F +3,427 shares

    0.02% of the 13F portfolio, value $331,209.

    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 38,819 shares
    Change vs previous 13F -1,133 shares

    0.03% of the 13F portfolio, value $444,866.

    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 39,952 shares
    Change vs previous 13F +119 shares

    0.06% of the 13F portfolio, value $498,601.

    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 39,833 shares
    Change vs previous 13F +114 shares

    0.04% of the 13F portfolio, value $536,152.

    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 39,719 shares
    Change vs previous 13F +45 shares

    0.09% of the 13F portfolio, value $643,845.

    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 39,674 shares
    Change vs previous 13F -37 shares

    0.07% of the 13F portfolio, value $835,931.

    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 39,711 shares
    Change vs previous 13F +37 shares

    0.09% of the 13F portfolio, value $1,027,324.

    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 39,674 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $841,089.

    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).