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Leo Wealth, LLC: VIG position timeline

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

Leo Wealth, LLC held 37,720 VIG 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 37,720 shares
    Change vs previous 13F -807 shares

    0.59% of the 13F portfolio, value $8,112,057.

    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 38,527 shares
    Change vs previous 13F +2,914 shares

    0.61% of the 13F portfolio, value $8,467,413.

    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 35,613 shares
    Change vs previous 13F -1,674 shares

    1% of the 13F portfolio, value $7,684,900.

    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 37,287 shares
    Change vs previous 13F +1,814 shares

    0.59% of the 13F portfolio, value $7,631,434.

    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 35,473 shares
    Change vs previous 13F -1,263 shares

    0.99% of the 13F portfolio, value $6,881,345.

    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 36,736 shares
    Change vs previous 13F +267 shares

    0.64% of the 13F portfolio, value $7,194,000.

    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 36,469 shares
    Change vs previous 13F -592 shares

    0.66% of the 13F portfolio, value $7,223,071.

    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 37,061 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $6,764,986.

    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).