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Disclosery

Leo Wealth, LLC: DFUS position timeline

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

Leo Wealth, LLC held 8,797 DFUS 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 8,797 shares
    Change vs previous 13F -3,400 shares

    0.05% of the 13F portfolio, value $623,771.

    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 12,197 shares
    Change vs previous 13F -131 shares

    0.07% of the 13F portfolio, value $904,637.

    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 12,328 shares
    Change vs previous 13F -1,016 shares

    0.12% of the 13F portfolio, value $893,060.

    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 13,344 shares
    Change vs previous 13F +36 shares

    0.07% of the 13F portfolio, value $894,328.

    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 13,308 shares
    Change vs previous 13F -869 shares

    0.12% of the 13F portfolio, value $804,864.

    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 14,177 shares
    Change vs previous 13F -828 shares

    0.08% of the 13F portfolio, value $903,809.

    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 15,005 shares
    Change vs previous 13F +38 shares

    0.09% of the 13F portfolio, value $933,307.

    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 14,967 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $880,800.

    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).