Skip to content
Disclosery

Leo Wealth, LLC: SPGI position timeline

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

Leo Wealth, LLC held 3,610 SPGI 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 3,610 shares
    Change vs previous 13F -236 shares

    0.11% of the 13F portfolio, value $1,535,523.

    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 3,846 shares
    Change vs previous 13F +2,832 shares

    0.15% of the 13F portfolio, value $2,009,683.

    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 1,014 shares
    Change vs previous 13F -2,765 shares

    0.06% of the 13F portfolio, value $493,502.

    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 3,779 shares
    Change vs previous 13F +2,779 shares

    0.15% of the 13F portfolio, value $1,992,602.

    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 1,000 shares
    Change vs previous 13F -1,531 shares

    0.07% of the 13F portfolio, value $507,852.

    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 2,531 shares
    Change vs previous 13F +1,555 shares

    0.11% of the 13F portfolio, value $1,260,630.

    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 976 shares
    Change vs previous 13F -27 shares

    0.05% of the 13F portfolio, value $504,090.

    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 1,003 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $447,162.

    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).