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Disclosery

Leo Wealth, LLC: WFC position timeline

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

Leo Wealth, LLC held 6,137 WFC 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 6,137 shares
    Change vs previous 13F +157 shares

    0.04% of the 13F portfolio, value $488,530.

    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 5,980 shares
    Change vs previous 13F +1,744 shares

    0.04% of the 13F portfolio, value $557,140.

    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 4,236 shares
    Change vs previous 13F -1,702 shares

    0.05% of the 13F portfolio, value $355,058.

    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 5,938 shares
    Change vs previous 13F +1,149 shares

    0.04% of the 13F portfolio, value $475,722.

    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 4,789 shares
    Change vs previous 13F +46 shares

    0.05% of the 13F portfolio, value $343,824.

    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 4,743 shares
    Change vs previous 13F -90 shares

    0.03% of the 13F portfolio, value $333,122.

    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 4,833 shares
    Change vs previous 13F -82 shares

    0.02% of the 13F portfolio, value $273,028.

    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 4,915 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $294,143.

    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).