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Disclosery

Leo Wealth, LLC: DIA position timeline

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

Leo Wealth, LLC held 4,827 DIA 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 4,827 shares
    Change vs previous 13F -25 shares

    0.16% of the 13F portfolio, value $2,235,761.

    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 4,852 shares
    Change vs previous 13F +258 shares

    0.17% of the 13F portfolio, value $2,331,494.

    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 4,594 shares
    Change vs previous 13F -87 shares

    0.28% of the 13F portfolio, value $2,130,249.

    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 4,681 shares
    Change vs previous 13F +792 shares

    0.16% of the 13F portfolio, value $2,062,658.

    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 3,889 shares
    Change vs previous 13F -78 shares

    0.23% of the 13F portfolio, value $1,632,786.

    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 3,967 shares
    Change vs previous 13F +14 shares

    0.15% of the 13F portfolio, value $1,687,951.

    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 3,953 shares
    Change vs previous 13F +14 shares

    0.15% of the 13F portfolio, value $1,672,528.

    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 3,939 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,540,847.

    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).