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Disclosery

Leo Wealth, LLC: XLE position timeline

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

Leo Wealth, LLC held 15,081 XLE 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 15,081 shares
    Change vs previous 13F +457 shares

    0.07% of the 13F portfolio, value $923,851.

    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 14,624 shares
    Change vs previous 13F +8,303 shares

    0.05% of the 13F portfolio, value $653,825.

    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 6,321 shares
    Change vs previous 13F -4,010 shares

    0.07% of the 13F portfolio, value $564,735.

    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 10,331 shares
    Change vs previous 13F +674 shares

    0.07% of the 13F portfolio, value $876,202.

    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 9,657 shares
    Change vs previous 13F -49 shares

    0.13% of the 13F portfolio, value $902,429.

    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 9,706 shares
    Change vs previous 13F -1,692 shares

    0.07% of the 13F portfolio, value $831,386.

    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 11,398 shares
    Change vs previous 13F +546 shares

    0.09% of the 13F portfolio, value $1,000,727.

    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 10,852 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $989,163.

    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).