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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

  1. period ended2026-03-31
    13F 693,587 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 840,991 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 617,714 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 816,012 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 617,336 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 748,862 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 774,412 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 759,635 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).