Leo Wealth, LLC: DVY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leo Wealth, LLC on DVY, newest first. How the timeline and the estimate are built.
Leo Wealth, LLC held 5,233 DVY shares at 2026-03-31 per its 13F-HR filed 2026-05-05.
the latest 13F is the newest step
- period ended2026-03-3113F 5,233 sharesChange vs previous 13F +27 shares
0.06% of the 13F portfolio, value $792,395.
13F-HR 0001754960-26-000352 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,206 sharesChange vs previous 13F +39 shares
0.05% of the 13F portfolio, value $734,827.
13F-HR 0001754960-26-000097 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,167 sharesChange vs previous 13F +28 shares
0.1% of the 13F portfolio, value $734,262.
13F-HR 0001754960-25-000792 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,139 sharesChange vs previous 13F -1,639 shares
0.05% of the 13F portfolio, value $682,455.
13F-HR 0001754960-25-000476 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,778 sharesChange vs previous 13F +26 shares
0.13% of the 13F portfolio, value $910,171.
13F-HR 0001754960-25-000272 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,752 sharesChange vs previous 13F +33 shares
0.08% of the 13F portfolio, value $886,478.
13F-HR 0001754960-25-000075 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,719 sharesChange vs previous 13F -136 shares
0.08% of the 13F portfolio, value $907,596.
13F-HR 0001754960-24-000519 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 6,855 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $829,296.
13F-HR 0001754960-24-000273 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).