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Disclosery

Leo Wealth, LLC: VUG position timeline

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

Leo Wealth, LLC held 24,555 VUG 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 24,555 shares
    Change vs previous 13F -736 shares

    0.78% of the 13F portfolio, value $10,725,258.

    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 25,291 shares
    Change vs previous 13F +14,066 shares

    0.89% of the 13F portfolio, value $12,335,496.

    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 11,225 shares
    Change vs previous 13F -12,905 shares

    0.7% of the 13F portfolio, value $5,383,413.

    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 24,130 shares
    Change vs previous 13F +13,052 shares

    0.82% of the 13F portfolio, value $10,573,933.

    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 11,078 shares
    Change vs previous 13F -9,396 shares

    0.59% of the 13F portfolio, value $4,107,889.

    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 20,474 shares
    Change vs previous 13F -283 shares

    0.75% of the 13F portfolio, value $8,403,322.

    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 20,757 shares
    Change vs previous 13F -343 shares

    0.73% of the 13F portfolio, value $7,969,393.

    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 21,100 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $7,917,041.

    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).