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Disclosery

Leo Wealth, LLC: COST position timeline

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

Leo Wealth, LLC held 2,829 COST 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 2,829 shares
    Change vs previous 13F +94 shares

    0.2% of the 13F portfolio, value $2,818,758.

    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 2,735 shares
    Change vs previous 13F +1,405 shares

    0.17% of the 13F portfolio, value $2,358,607.

    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 1,330 shares
    Change vs previous 13F -1,472 shares

    0.16% of the 13F portfolio, value $1,231,145.

    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 2,802 shares
    Change vs previous 13F +1,475 shares

    0.22% of the 13F portfolio, value $2,770,763.

    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 1,327 shares
    Change vs previous 13F -1,481 shares

    0.18% of the 13F portfolio, value $1,255,341.

    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 2,808 shares
    Change vs previous 13F +8 shares

    0.23% of the 13F portfolio, value $2,572,566.

    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 2,800 shares
    Change vs previous 13F -549 shares

    0.23% of the 13F portfolio, value $2,482,367.

    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 3,349 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,837,986.

    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).