Leo Wealth, LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leo Wealth, LLC on MSFT, newest first. How the timeline and the estimate are built.
Leo Wealth, LLC held 41,752 MSFT shares at 2026-03-31 per its 13F-HR filed 2026-05-05.
the latest 13F is the newest step
- period ended2026-03-3113F 41,752 sharesChange vs previous 13F +1,393 shares
1.12% of the 13F portfolio, value $15,455,395.
13F-HR 0001754960-26-000352 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 40,359 sharesChange vs previous 13F +23,788 shares
1.42% of the 13F portfolio, value $19,518,483.
13F-HR 0001754960-26-000097 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,571 sharesChange vs previous 13F -24,155 shares
1.11% of the 13F portfolio, value $8,582,825.
13F-HR 0001754960-25-000792 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 40,726 sharesChange vs previous 13F +23,996 shares
1.57% of the 13F portfolio, value $20,242,268.
13F-HR 0001754960-25-000476 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,730 sharesChange vs previous 13F -26,469 shares
0.9% of the 13F portfolio, value $6,280,241.
13F-HR 0001754960-25-000272 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 43,199 sharesChange vs previous 13F +332 shares
1.62% of the 13F portfolio, value $18,110,525.
13F-HR 0001754960-25-000075 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 42,867 sharesChange vs previous 13F +7,317 shares
1.69% of the 13F portfolio, value $18,445,485.
13F-HR 0001754960-24-000519 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 35,550 sharesChange vs previous 13F not available
1.64% of the 13F portfolio, value $16,071,643.
13F-HR 0001754960-24-000273 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).