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Disclosery

Leo Wealth, LLC: PDBC position timeline

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

Leo Wealth, LLC held 0 PDBC shares at 2025-03-31 per its 13F-HR filed 2025-05-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -69,290 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 69,290 shares
    Change vs previous 13F -101,505 shares

    0.08% of the 13F portfolio, value $900,072.

    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).

  3. period ended2024-09-30
    13F 170,795 shares
    Change vs previous 13F +5,717 shares

    0.21% of the 13F portfolio, value $2,293,779.

    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).

  4. period ended2024-06-30
    13F 165,078 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,320,064.

    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).