Skip to content

Leo Wealth, LLC: WIT position timeline

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

Leo Wealth, LLC held 18,723 WIT 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 18,723 shares
    Change vs previous 13F +1,967 shares

    <0.01% of the 13F portfolio, value $39,693.

    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 16,756 shares
    Change vs previous 13F +3,602 shares

    <0.01% of the 13F portfolio, value $47,587.

    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 13,154 shares
    Change vs previous 13F -317 shares

    <0.01% of the 13F portfolio, value $34,595.

    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 13,471 shares
    Change vs previous 13F +1,579 shares

    <0.01% of the 13F portfolio, value $40,682.

    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 11,892 shares
    Change vs previous 13F +670 shares

    0.01% of the 13F portfolio, value $36,390.

    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 11,222 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $39,726.

    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).