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Disclosery

Leo Wealth, LLC: LQD position timeline

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

Leo Wealth, LLC held 304,760 LQD 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 304,760 shares
    Change vs previous 13F +65,990 shares

    2.41% of the 13F portfolio, value $33,214,945.

    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 238,770 shares
    Change vs previous 13F +143,657 shares

    1.91% of the 13F portfolio, value $26,317,115.

    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 95,113 shares
    Change vs previous 13F -125,666 shares

    1.37% of the 13F portfolio, value $10,602,236.

    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 220,779 shares
    Change vs previous 13F +135,202 shares

    1.88% of the 13F portfolio, value $24,214,504.

    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 85,577 shares
    Change vs previous 13F -76,520 shares

    1.34% of the 13F portfolio, value $9,301,332.

    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 162,097 shares
    Change vs previous 13F -4,791 shares

    1.55% of the 13F portfolio, value $17,318,435.

    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 166,888 shares
    Change vs previous 13F +24,434 shares

    1.72% of the 13F portfolio, value $18,855,032.

    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 142,454 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $15,161,257.

    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).