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Disclosery

Leo Wealth, LLC: LLY position timeline

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

Leo Wealth, LLC held 3,398 LLY 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 3,398 shares
    Change vs previous 13F +291 shares

    0.23% of the 13F portfolio, value $3,125,726.

    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 3,107 shares
    Change vs previous 13F +1,100 shares

    0.24% of the 13F portfolio, value $3,339,521.

    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 2,007 shares
    Change vs previous 13F -2,099 shares

    0.2% of the 13F portfolio, value $1,531,173.

    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 4,106 shares
    Change vs previous 13F +798 shares

    0.25% of the 13F portfolio, value $3,191,728.

    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 3,308 shares
    Change vs previous 13F -506 shares

    0.39% of the 13F portfolio, value $2,731,847.

    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 3,814 shares
    Change vs previous 13F +922 shares

    0.26% of the 13F portfolio, value $2,944,536.

    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 2,892 shares
    Change vs previous 13F -623 shares

    0.23% of the 13F portfolio, value $2,562,207.

    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 3,515 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,193,373.

    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).