Number of Shares
17,461
Previous 16,223 7.63%
Holding current value
$426 Million
Previous $556 Million 23.46%
% of portfolio
0.03%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026

BUY
N/A
1,238 Added 7.63%
17,461 $426 Million
Q3 2025

Nov 14, 2025

SELL
N/A
-3,994 Reduced 19.76%
16,223 $556 Million
Q2 2025

Jul 23, 2025

BUY
N/A
38 Added 0.19%
20,217 $422 Million
Q1 2025

May 02, 2025

SELL
N/A
-755 Reduced 3.61%
20,179 $307 Million
Q4 2024

Jan 27, 2025

SELL
N/A
-198 Reduced 0.94%
20,934 $587 Million
Q3 2024

Oct 21, 2024

BUY
N/A
21,132 New
21,132 $463 Million
Track This Portfolio

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.