Number of Shares
3,072
Previous 3,205 4.15%
Holding current value
$411 Million
Previous $312 Million 31.85%
% of portfolio
0.05%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
N/A
-133 Reduced 4.15%
3,072 $411 Million
Q2 2025

Jul 23, 2025

BUY
N/A
3,205 New
3,205 $312 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.