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Disclosery

Leo Wealth, LLC: USFR position timeline

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

Leo Wealth, LLC held 344,162 USFR 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 344,162 shares
    Change vs previous 13F -110,975 shares

    1.27% of the 13F portfolio, value $17,520,894.

    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 455,137 shares
    Change vs previous 13F -16,109 shares

    1.67% of the 13F portfolio, value $23,024,765.

    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 471,246 shares
    Change vs previous 13F -62,190 shares

    3.07% of the 13F portfolio, value $23,689,512.

    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 533,436 shares
    Change vs previous 13F +307,600 shares

    2.09% of the 13F portfolio, value $26,837,143.

    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 225,836 shares
    Change vs previous 13F -102,793 shares

    1.63% of the 13F portfolio, value $11,366,341.

    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 328,629 shares
    Change vs previous 13F -37,443 shares

    1.48% of the 13F portfolio, value $16,536,594.

    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 366,072 shares
    Change vs previous 13F +40,193 shares

    1.68% of the 13F portfolio, value $18,384,150.

    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 325,879 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $16,395,815.

    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).