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Disclosery

Leo Wealth, LLC: STWD position timeline

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

Leo Wealth, LLC held 18,525 STWD 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 18,525 shares
    Change vs previous 13F -3,816 shares

    0.02% of the 13F portfolio, value $319,001.

    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 22,341 shares
    Change vs previous 13F -1,384 shares

    0.03% of the 13F portfolio, value $402,361.

    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 23,725 shares
    Change vs previous 13F +858 shares

    0.06% of the 13F portfolio, value $459,553.

    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 22,867 shares
    Change vs previous 13F -4,770 shares

    0.04% of the 13F portfolio, value $458,931.

    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 27,637 shares
    Change vs previous 13F +2,155 shares

    0.08% of the 13F portfolio, value $546,386.

    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 25,482 shares
    Change vs previous 13F -1,045 shares

    0.04% of the 13F portfolio, value $482,884.

    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 26,527 shares
    Change vs previous 13F -127 shares

    0.05% of the 13F portfolio, value $540,620.

    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 26,654 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $504,827.

    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).