Skip to content
Disclosery

Leo Wealth, LLC: BX position timeline

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

Leo Wealth, LLC held 5,419 BX 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 5,419 shares
    Change vs previous 13F +399 shares

    0.05% of the 13F portfolio, value $623,125.

    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 5,020 shares
    Change vs previous 13F +1,172 shares

    0.06% of the 13F portfolio, value $773,792.

    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 3,848 shares
    Change vs previous 13F -1,267 shares

    0.09% of the 13F portfolio, value $657,444.

    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 5,115 shares
    Change vs previous 13F +539 shares

    0.06% of the 13F portfolio, value $765,041.

    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 4,576 shares
    Change vs previous 13F -2,465 shares

    0.09% of the 13F portfolio, value $639,692.

    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 7,041 shares
    Change vs previous 13F +557 shares

    0.11% of the 13F portfolio, value $1,214,025.

    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 6,484 shares
    Change vs previous 13F +144 shares

    0.09% of the 13F portfolio, value $992,920.

    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 6,340 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $780,742.

    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).