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Disclosery

Leo Wealth, LLC: VTI position timeline

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

Leo Wealth, LLC held 13,440 VTI 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 13,440 shares
    Change vs previous 13F -526 shares

    0.31% of the 13F portfolio, value $4,311,643.

    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 13,966 shares
    Change vs previous 13F +4,598 shares

    0.34% of the 13F portfolio, value $4,682,473.

    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 9,368 shares
    Change vs previous 13F -1,527 shares

    0.4% of the 13F portfolio, value $3,074,430.

    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 10,895 shares
    Change vs previous 13F +1,804 shares

    0.26% of the 13F portfolio, value $3,311,187.

    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 9,091 shares
    Change vs previous 13F -684 shares

    0.36% of the 13F portfolio, value $2,498,500.

    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 9,775 shares
    Change vs previous 13F +783 shares

    0.24% of the 13F portfolio, value $2,633,917.

    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 8,992 shares
    Change vs previous 13F -1,260 shares

    0.23% of the 13F portfolio, value $2,546,107.

    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 10,252 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,743,081.

    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).