Skip to content
Disclosery

Leo Wealth, LLC: XLF position timeline

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

Leo Wealth, LLC held 9,449 XLF 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 9,449 shares
    Change vs previous 13F -892 shares

    0.03% of the 13F portfolio, value $466,475.

    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 10,341 shares
    Change vs previous 13F +4,290 shares

    0.04% of the 13F portfolio, value $566,366.

    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 6,051 shares
    Change vs previous 13F -5,632 shares

    0.04% of the 13F portfolio, value $325,950.

    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 11,683 shares
    Change vs previous 13F +5,644 shares

    0.05% of the 13F portfolio, value $611,828.

    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 6,039 shares
    Change vs previous 13F -5,570 shares

    0.04% of the 13F portfolio, value $300,790.

    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 11,609 shares
    Change vs previous 13F +1,139 shares

    0.05% of the 13F portfolio, value $561,066.

    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 10,470 shares
    Change vs previous 13F +5 shares

    0.04% of the 13F portfolio, value $474,485.

    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 10,465 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $430,697.

    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).