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Disclosery

Leo Wealth, LLC: XLP position timeline

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

Leo Wealth, LLC held 3,766 XLP 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 3,766 shares
    Change vs previous 13F +365 shares

    0.02% of the 13F portfolio, value $308,773.

    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 3,401 shares
    Change vs previous 13F -711 shares

    0.02% of the 13F portfolio, value $264,187.

    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 4,112 shares
    Change vs previous 13F -1,632 shares

    0.04% of the 13F portfolio, value $322,236.

    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 5,744 shares
    Change vs previous 13F +1,592 shares

    0.04% of the 13F portfolio, value $465,069.

    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 4,152 shares
    Change vs previous 13F -2,050 shares

    0.05% of the 13F portfolio, value $339,063.

    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 6,202 shares
    Change vs previous 13F +90 shares

    0.04% of the 13F portfolio, value $487,528.

    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 6,112 shares
    Change vs previous 13F +6,112 shares

    0.05% of the 13F portfolio, value $507,310.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.