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Disclosery

Leo Wealth, LLC: BLK position timeline

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

Leo Wealth, LLC held 7,444 BLK 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 7,444 shares
    Change vs previous 13F +10 shares

    0.52% of the 13F portfolio, value $7,158,499.

    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 7,434 shares
    Change vs previous 13F -564 shares

    0.58% of the 13F portfolio, value $7,956,676.

    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 7,998 shares
    Change vs previous 13F -832 shares

    1.21% of the 13F portfolio, value $9,325,086.

    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 8,830 shares
    Change vs previous 13F -943 shares

    0.72% of the 13F portfolio, value $9,259,195.

    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 9,773 shares
    Change vs previous 13F -2,943 shares

    1.33% of the 13F portfolio, value $9,249,622.

    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 12,716 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $13,035,706.

    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).