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Disclosery

Leo Wealth, LLC: WMT position timeline

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

Leo Wealth, LLC held 31,404 WMT 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 31,404 shares
    Change vs previous 13F -1,510 shares

    0.28% of the 13F portfolio, value $3,902,835.

    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 32,914 shares
    Change vs previous 13F +19,712 shares

    0.27% of the 13F portfolio, value $3,666,996.

    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 13,202 shares
    Change vs previous 13F -11,123 shares

    0.18% of the 13F portfolio, value $1,360,631.

    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 24,325 shares
    Change vs previous 13F +18,569 shares

    0.18% of the 13F portfolio, value $2,378,496.

    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 5,756 shares
    Change vs previous 13F -16,699 shares

    0.07% of the 13F portfolio, value $505,354.

    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 22,455 shares
    Change vs previous 13F +745 shares

    0.18% of the 13F portfolio, value $2,028,836.

    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 21,710 shares
    Change vs previous 13F -5,416 shares

    0.16% of the 13F portfolio, value $1,753,110.

    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 27,126 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,831,326.

    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).