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Disclosery

Leo Wealth, LLC: SPY position timeline

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

Leo Wealth, LLC held 12,147 SPY 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 12,147 shares
    Change vs previous 13F -196 shares

    0.57% of the 13F portfolio, value $7,899,810.

    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 12,343 shares
    Change vs previous 13F +651 shares

    0.61% of the 13F portfolio, value $8,417,044.

    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 11,692 shares
    Change vs previous 13F -2,058 shares

    1.01% of the 13F portfolio, value $7,789,193.

    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 13,750 shares
    Change vs previous 13F +2,048 shares

    0.66% of the 13F portfolio, value $8,495,553.

    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 11,702 shares
    Change vs previous 13F -898 shares

    0.94% of the 13F portfolio, value $6,546,191.

    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 12,600 shares
    Change vs previous 13F +1,391 shares

    0.66% of the 13F portfolio, value $7,384,518.

    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 11,209 shares
    Change vs previous 13F +2,581 shares

    0.59% of the 13F portfolio, value $6,431,477.

    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 8,628 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,696,349.

    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).