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Disclosery

Leo Wealth, LLC: EPD position timeline

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

Leo Wealth, LLC held 30,404 EPD 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 30,404 shares
    Change vs previous 13F +444 shares

    0.08% of the 13F portfolio, value $1,150,480.

    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 29,960 shares
    Change vs previous 13F +5,441 shares

    0.07% of the 13F portfolio, value $960,507.

    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 24,519 shares
    Change vs previous 13F -1,478 shares

    0.1% of the 13F portfolio, value $766,712.

    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 25,997 shares
    Change vs previous 13F +5,391 shares

    0.06% of the 13F portfolio, value $806,162.

    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 20,606 shares
    Change vs previous 13F -5,190 shares

    0.1% of the 13F portfolio, value $703,489.

    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 25,796 shares
    Change vs previous 13F +4,717 shares

    0.07% of the 13F portfolio, value $808,950.

    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 21,079 shares
    Change vs previous 13F -2,174 shares

    0.06% of the 13F portfolio, value $613,597.

    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 23,253 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $673,885.

    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).