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Disclosery

Leo Wealth, LLC: DTE position timeline

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

Leo Wealth, LLC held 2,751 DTE 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 2,751 shares
    Change vs previous 13F +212 shares

    0.03% of the 13F portfolio, value $402,309.

    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 2,539 shares
    Change vs previous 13F +922 shares

    0.02% of the 13F portfolio, value $327,433.

    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 1,617 shares
    Change vs previous 13F -9,207 shares

    0.03% of the 13F portfolio, value $228,633.

    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 10,824 shares
    Change vs previous 13F +1,458 shares

    0.11% of the 13F portfolio, value $1,433,784.

    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 9,366 shares
    Change vs previous 13F +228 shares

    0.19% of the 13F portfolio, value $1,295,009.

    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 9,138 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,103,414.

    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).