Skip to content

Leo Wealth, LLC: MDY position timeline

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

Leo Wealth, LLC held 865 MDY 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 865 shares
    Change vs previous 13F -55 shares

    0.04% of the 13F portfolio, value $533,737.

    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 920 shares
    Change vs previous 13F -53 shares

    0.04% of the 13F portfolio, value $555,085.

    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 973 shares
    Change vs previous 13F -2 shares

    0.08% of the 13F portfolio, value $579,916.

    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 975 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $552,298.

    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 975 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $520,113.

    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 974 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $554,933.

    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 974 shares
    Change vs previous 13F +181 shares

    0.05% of the 13F portfolio, value $554,997.

    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 793 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $424,315.

    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).