Skip to content
Disclosery

Leo Wealth, LLC: VGM position timeline

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

Leo Wealth, LLC held 319,284 VGM 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 319,284 shares
    Change vs previous 13F +58,234 shares

    0.23% of the 13F portfolio, value $3,151,336.

    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 261,050 shares
    Change vs previous 13F +79,256 shares

    0.2% of the 13F portfolio, value $2,707,092.

    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 181,794 shares
    Change vs previous 13F -52,760 shares

    0.24% of the 13F portfolio, value $1,839,751.

    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 234,554 shares
    Change vs previous 13F +58,796 shares

    0.17% of the 13F portfolio, value $2,225,918.

    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 175,758 shares
    Change vs previous 13F -45,892 shares

    0.25% of the 13F portfolio, value $1,750,546.

    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 221,650 shares
    Change vs previous 13F +3,527 shares

    0.2% of the 13F portfolio, value $2,238,666.

    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 218,123 shares
    Change vs previous 13F +22,415 shares

    0.21% of the 13F portfolio, value $2,303,378.

    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 195,708 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,009,237.

    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).