Leo Wealth, LLC: SDY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leo Wealth, LLC on SDY, newest first. How the timeline and the estimate are built.
Leo Wealth, LLC held 2,190 SDY shares at 2026-03-31 per its 13F-HR filed 2026-05-05.
the latest 13F is the newest step
- period ended2026-03-3113F 2,190 sharesChange vs previous 13F +13 shares
0.02% of the 13F portfolio, value $319,612.
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 2,177 sharesChange vs previous 13F +171 shares
0.02% of the 13F portfolio, value $302,884.
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 2,006 sharesChange vs previous 13F -167 shares
0.04% of the 13F portfolio, value $280,889.
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 2,173 sharesChange vs previous 13F +171 shares
0.02% of the 13F portfolio, value $294,947.
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 2,002 sharesChange vs previous 13F +1 shares
0.04% of the 13F portfolio, value $271,644.
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 2,001 sharesChange vs previous 13F -191 shares
0.02% of the 13F portfolio, value $264,303.
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 2,192 sharesChange vs previous 13F -946 shares
0.03% of the 13F portfolio, value $311,368.
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 3,138 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $399,082.
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).