Leo Wealth, LLC: CMI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leo Wealth, LLC on CMI, newest first. How the timeline and the estimate are built.
Leo Wealth, LLC held 1,195 CMI shares at 2026-03-31 per its 13F-HR filed 2026-05-05.
the latest 13F is the newest step
- period ended2026-03-3113F 1,195 sharesChange vs previous 13F -54 shares
0.05% of the 13F portfolio, value $642,870.
13F-HR 0001754960-26-000352 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,249 sharesChange vs previous 13F +44 shares
0.05% of the 13F portfolio, value $637,486.
13F-HR 0001754960-26-000097 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,205 sharesChange vs previous 13F -83 shares
0.07% of the 13F portfolio, value $508,920.
13F-HR 0001754960-25-000792 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,288 sharesChange vs previous 13F +126 shares
0.03% of the 13F portfolio, value $421,766.
13F-HR 0001754960-25-000476 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,162 sharesChange vs previous 13F -123 shares
0.05% of the 13F portfolio, value $364,191.
13F-HR 0001754960-25-000272 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,285 sharesChange vs previous 13F +128 shares
0.04% of the 13F portfolio, value $447,882.
13F-HR 0001754960-25-000075 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,157 sharesChange vs previous 13F +3 shares
0.03% of the 13F portfolio, value $374,725.
13F-HR 0001754960-24-000519 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 1,154 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $319,006.
13F-HR 0001754960-24-000273 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).