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Disclosery

Leo Wealth, LLC: XSOE position timeline

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

Leo Wealth, LLC held 80,130 XSOE 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 80,130 shares
    Change vs previous 13F +16,684 shares

    0.23% of the 13F portfolio, value $3,213,244.

    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 63,446 shares
    Change vs previous 13F +54,781 shares

    0.18% of the 13F portfolio, value $2,476,599.

    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 8,665 shares
    Change vs previous 13F -52,332 shares

    0.04% of the 13F portfolio, value $328,733.

    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 60,997 shares
    Change vs previous 13F +52,662 shares

    0.16% of the 13F portfolio, value $2,102,867.

    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 8,335 shares
    Change vs previous 13F -50,470 shares

    0.04% of the 13F portfolio, value $257,288.

    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 58,805 shares
    Change vs previous 13F +1,144 shares

    0.16% of the 13F portfolio, value $1,792,219.

    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 57,661 shares
    Change vs previous 13F +995 shares

    0.17% of the 13F portfolio, value $1,904,555.

    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 56,666 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,737,656.

    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).