Leo Wealth, LLC: VSGX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leo Wealth, LLC on VSGX, newest first. How the timeline and the estimate are built.
Leo Wealth, LLC held 693,587 VSGX shares at 2026-03-31 per its 13F-HR filed 2026-05-05.
the latest 13F is the newest step
- period ended2026-03-3113F 693,587 sharesChange vs previous 13F -147,404 shares
3.61% of the 13F portfolio, value $49,751,614.
13F-HR 0001754960-26-000352 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 840,991 sharesChange vs previous 13F +223,277 shares
4.37% of the 13F portfolio, value $60,257,279.
13F-HR 0001754960-26-000097 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 617,714 sharesChange vs previous 13F -198,298 shares
5.56% of the 13F portfolio, value $42,850,820.
13F-HR 0001754960-25-000792 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 816,012 sharesChange vs previous 13F +198,676 shares
4.16% of the 13F portfolio, value $53,517,716.
13F-HR 0001754960-25-000476 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 617,336 sharesChange vs previous 13F -131,526 shares
5.23% of the 13F portfolio, value $36,410,483.
13F-HR 0001754960-25-000272 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 748,862 sharesChange vs previous 13F -25,550 shares
3.8% of the 13F portfolio, value $42,456,765.
13F-HR 0001754960-25-000075 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 774,412 sharesChange vs previous 13F +14,777 shares
4.35% of the 13F portfolio, value $47,634,111.
13F-HR 0001754960-24-000519 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 759,635 sharesChange vs previous 13F not available
4.44% of the 13F portfolio, value $43,502,438.
13F-HR 0001754960-24-000273 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).