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Disclosery

Leo Wealth, LLC: VYM position timeline

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

Leo Wealth, LLC held 12,671 VYM 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 12,671 shares
    Change vs previous 13F -1,381 shares

    0.14% of the 13F portfolio, value $1,876,592.

    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 14,052 shares
    Change vs previous 13F +6,880 shares

    0.15% of the 13F portfolio, value $2,016,674.

    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 7,172 shares
    Change vs previous 13F -7,343 shares

    0.13% of the 13F portfolio, value $1,010,948.

    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 14,515 shares
    Change vs previous 13F +7,012 shares

    0.15% of the 13F portfolio, value $1,934,994.

    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 7,503 shares
    Change vs previous 13F -21,098 shares

    0.14% of the 13F portfolio, value $967,540.

    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 28,601 shares
    Change vs previous 13F +18,031 shares

    0.33% of the 13F portfolio, value $3,649,177.

    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 10,570 shares
    Change vs previous 13F +4,214 shares

    0.12% of the 13F portfolio, value $1,355,116.

    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 6,356 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $753,823.

    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).