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Disclosery

Leo Wealth, LLC: VRT position timeline

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

Leo Wealth, LLC held 2,838 VRT 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 2,838 shares
    Change vs previous 13F -201 shares

    0.05% of the 13F portfolio, value $711,240.

    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 3,039 shares
    Change vs previous 13F +7 shares

    0.04% of the 13F portfolio, value $492,338.

    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 3,032 shares
    Change vs previous 13F -331 shares

    0.06% of the 13F portfolio, value $457,370.

    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 3,363 shares
    Change vs previous 13F -1,127 shares

    0.03% of the 13F portfolio, value $431,868.

    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 4,490 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $324,183.

    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).