Skip to content
Disclosery

Leo Wealth, LLC: EXC position timeline

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

Leo Wealth, LLC held 38,416 EXC 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 38,416 shares
    Change vs previous 13F +2,960 shares

    0.14% of the 13F portfolio, value $1,883,162.

    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 35,456 shares
    Change vs previous 13F +3,044 shares

    0.11% of the 13F portfolio, value $1,545,541.

    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 32,412 shares
    Change vs previous 13F +916 shares

    0.19% of the 13F portfolio, value $1,458,867.

    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 31,496 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,367,552.

    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).