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Disclosery

Leo Wealth, LLC: BRK-B position timeline

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

Leo Wealth, LLC held 26,841 BRK-B 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 26,841 shares
    Change vs previous 13F +395 shares

    0.93% of the 13F portfolio, value $12,858,603.

    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 26,446 shares
    Change vs previous 13F +11,293 shares

    0.96% of the 13F portfolio, value $13,292,806.

    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 15,153 shares
    Change vs previous 13F -15,602 shares

    0.99% of the 13F portfolio, value $7,617,862.

    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 30,755 shares
    Change vs previous 13F +18,933 shares

    1.16% of the 13F portfolio, value $14,928,022.

    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 11,822 shares
    Change vs previous 13F -13,916 shares

    0.91% of the 13F portfolio, value $6,296,177.

    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 25,738 shares
    Change vs previous 13F +552 shares

    1.05% of the 13F portfolio, value $11,666,534.

    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 25,186 shares
    Change vs previous 13F +6,766 shares

    1.06% of the 13F portfolio, value $11,591,966.

    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 18,420 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $7,474,111.

    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).