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Disclosery

Leo Wealth, LLC: XMVFX position timeline

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

Leo Wealth, LLC held 0 XMVFX 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 0 shares
    Change vs previous 13F -339,809 shares

    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).

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

  2. period ended2025-12-31
    13F 339,809 shares
    Change vs previous 13F +92,177 shares

    0.17% of the 13F portfolio, value $2,354,878.

    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 247,632 shares
    Change vs previous 13F -75,194 shares

    0.22% of the 13F portfolio, value $1,698,756.

    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 322,826 shares
    Change vs previous 13F +79,510 shares

    0.17% of the 13F portfolio, value $2,124,195.

    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 243,316 shares
    Change vs previous 13F -64,301 shares

    0.25% of the 13F portfolio, value $1,705,645.

    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 307,617 shares
    Change vs previous 13F +5,283 shares

    0.19% of the 13F portfolio, value $2,165,622.

    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 302,334 shares
    Change vs previous 13F +29,607 shares

    0.21% of the 13F portfolio, value $2,297,738.

    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 272,727 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,956,394.

    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).