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Disclosery

Leo Wealth, LLC: ESGV position timeline

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

Leo Wealth, LLC held 692,530 ESGV 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 692,530 shares
    Change vs previous 13F -1,635 shares

    5.65% of the 13F portfolio, value $77,750,259.

    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 694,165 shares
    Change vs previous 13F +317,058 shares

    6.09% of the 13F portfolio, value $84,002,284.

    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 377,107 shares
    Change vs previous 13F -301,539 shares

    5.79% of the 13F portfolio, value $44,664,495.

    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 678,646 shares
    Change vs previous 13F +299,201 shares

    5.79% of the 13F portfolio, value $74,472,352.

    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 379,445 shares
    Change vs previous 13F -314,094 shares

    5.34% of the 13F portfolio, value $37,166,683.

    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 693,539 shares
    Change vs previous 13F +10,620 shares

    6.52% of the 13F portfolio, value $72,737,198.

    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 682,919 shares
    Change vs previous 13F +7,041 shares

    6.34% of the 13F portfolio, value $69,418,726.

    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 675,878 shares
    Change vs previous 13F not available

    6.67% of the 13F portfolio, value $65,375,320.

    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).