Skip to content
Disclosery

Leo Wealth, LLC: ZION position timeline

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

Leo Wealth, LLC held 6,408 ZION 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 6,408 shares
    Change vs previous 13F -1,899 shares

    0.03% of the 13F portfolio, value $369,258.

    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 8,307 shares
    Change vs previous 13F -1,930 shares

    0.04% of the 13F portfolio, value $486,321.

    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 10,237 shares
    Change vs previous 13F -2,543 shares

    0.08% of the 13F portfolio, value $579,238.

    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 12,780 shares
    Change vs previous 13F -2,137 shares

    0.05% of the 13F portfolio, value $663,805.

    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 14,917 shares
    Change vs previous 13F +253 shares

    0.11% of the 13F portfolio, value $743,765.

    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 14,664 shares
    Change vs previous 13F +107 shares

    0.07% of the 13F portfolio, value $795,515.

    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 14,557 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $687,386.

    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).