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Leo Wealth, LLC

SEC CIK
0001912202
Latest filing
May 5, 2026

CMI holding history

Cummins Inc in every 13F filed by Leo Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMI overviewAll 13F holders of CMIFull Q1 2026 holdings

Shares (Q1 2026)
1,195
Value
$642.9K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2023
Holdings of CMI by Leo Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20261,195$642.9K<0.1%−54−4.3%ReducedHolders
Q4 20251,249$637.5K<0.1%+44+3.7%AddedHolders
Q3 20251,205$508.9K0.1%−83−6.4%ReducedHolders
Q2 20251,288$421.8K<0.1%+126+10.8%AddedHolders
Q1 20251,162$364.2K0.1%−123−9.6%ReducedHolders
Q4 20241,285$447.9K<0.1%+128+11.1%AddedHolders
Q3 20241,157$374.7K<0.1%+3+0.3%AddedHolders
Q2 20241,154$319.0K<0.1%−75−6.1%ReducedHolders
Q1 20241,229$362.2K<0.1%+106+9.4%AddedHolders
Q4 20231,123$273.5K<0.1%–No prior filingHolders