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Leo Wealth, LLC: XLG position timeline

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

Leo Wealth, LLC held 62,327 XLG 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 62,327 shares
    Change vs previous 13F -36 shares

    0.25% of the 13F portfolio, value $3,399,934.

    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 62,363 shares
    Change vs previous 13F +9,189 shares

    0.27% of the 13F portfolio, value $3,696,860.

    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 53,174 shares
    Change vs previous 13F -72,621 shares

    0.4% of the 13F portfolio, value $3,058,550.

    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 125,795 shares
    Change vs previous 13F +9,915 shares

    0.51% of the 13F portfolio, value $6,553,910.

    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 115,880 shares
    Change vs previous 13F -9,703 shares

    0.77% of the 13F portfolio, value $5,332,813.

    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 125,583 shares
    Change vs previous 13F +1,011 shares

    0.56% of the 13F portfolio, value $6,274,134.

    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 124,572 shares
    Change vs previous 13F -169 shares

    0.54% of the 13F portfolio, value $5,920,918.

    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 124,741 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $5,710,921.

    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).