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Disclosery

Leo Wealth, LLC: PEP position timeline

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

Leo Wealth, LLC held 6,890 PEP 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 6,890 shares
    Change vs previous 13F +561 shares

    0.08% of the 13F portfolio, value $1,069,880.

    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 6,329 shares
    Change vs previous 13F +2,326 shares

    0.07% of the 13F portfolio, value $908,402.

    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 4,003 shares
    Change vs previous 13F -17,445 shares

    0.07% of the 13F portfolio, value $562,153.

    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 21,448 shares
    Change vs previous 13F +6,499 shares

    0.22% of the 13F portfolio, value $2,831,975.

    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 14,949 shares
    Change vs previous 13F +1,621 shares

    0.32% of the 13F portfolio, value $2,241,527.

    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 13,328 shares
    Change vs previous 13F +4,309 shares

    0.18% of the 13F portfolio, value $2,026,583.

    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 9,019 shares
    Change vs previous 13F +1,009 shares

    0.14% of the 13F portfolio, value $1,533,725.

    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 8,010 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,316,645.

    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).