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Disclosery

Leo Wealth, LLC: DBE position timeline

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

Leo Wealth, LLC held 31,247 DBE 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 31,247 shares
    Change vs previous 13F +956 shares

    0.07% of the 13F portfolio, value $920,860.

    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 30,291 shares
    Change vs previous 13F -22,707 shares

    0.04% of the 13F portfolio, value $529,037.

    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 52,998 shares
    Change vs previous 13F -1,651 shares

    0.13% of the 13F portfolio, value $1,008,025.

    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 54,649 shares
    Change vs previous 13F +861 shares

    0.08% of the 13F portfolio, value $1,018,119.

    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 53,788 shares
    Change vs previous 13F +20,538 shares

    0.15% of the 13F portfolio, value $1,054,239.

    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 33,250 shares
    Change vs previous 13F -5,628 shares

    0.06% of the 13F portfolio, value $616,782.

    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 38,878 shares
    Change vs previous 13F +1,552 shares

    0.07% of the 13F portfolio, value $722,707.

    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 37,326 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $779,801.

    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).