Leo Wealth, LLC: NVS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leo Wealth, LLC on NVS, newest first. How the timeline and the estimate are built.
Leo Wealth, LLC held 15,866 NVS shares at 2026-03-31 per its 13F-HR filed 2026-05-05.
the latest 13F is the newest step
- period ended2026-03-3113F 15,866 sharesChange vs previous 13F -562 shares
0.18% of the 13F portfolio, value $2,423,470.
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 16,428 sharesChange vs previous 13F +3,148 shares
0.16% of the 13F portfolio, value $2,264,902.
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 13,280 sharesChange vs previous 13F -3,100 shares
0.22% of the 13F portfolio, value $1,702,996.
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 16,380 sharesChange vs previous 13F +2,210 shares
0.15% of the 13F portfolio, value $1,982,197.
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 14,170 sharesChange vs previous 13F +2,297 shares
0.23% of the 13F portfolio, value $1,579,697.
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 11,873 sharesChange vs previous 13F -2,066 shares
0.1% of the 13F portfolio, value $1,155,384.
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 13,939 sharesChange vs previous 13F +1,047 shares
0.15% of the 13F portfolio, value $1,603,295.
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 12,892 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $1,372,710.
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).