Leo Wealth, LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leo Wealth, LLC on ORCL, newest first. How the timeline and the estimate are built.
Leo Wealth, LLC held 5,429 ORCL shares at 2026-03-31 per its 13F-HR filed 2026-05-05.
the latest 13F is the newest step
- period ended2026-03-3113F 5,429 sharesChange vs previous 13F -435 shares
0.06% of the 13F portfolio, value $798,654.
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 5,864 sharesChange vs previous 13F +818 shares
0.08% of the 13F portfolio, value $1,142,902.
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 5,046 sharesChange vs previous 13F -2,099 shares
0.18% of the 13F portfolio, value $1,419,016.
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 7,145 sharesChange vs previous 13F +131 shares
0.12% of the 13F portfolio, value $1,562,004.
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 7,014 sharesChange vs previous 13F +789 shares
0.14% of the 13F portfolio, value $980,659.
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 6,225 sharesChange vs previous 13F -49 shares
0.09% of the 13F portfolio, value $1,037,385.
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 6,274 sharesChange vs previous 13F +543 shares
0.1% of the 13F portfolio, value $1,069,017.
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 5,731 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $810,536.
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).