Leo Wealth, LLC

SEC CIK: 0001912202
Latest filing: May 5, 2026

SEC filings (opens in a new tab)

ES holding history

Eversource Energy 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.

ES overview All 13F holders of ES Full Q1 2026 holdings

Shares (Q1 2026): 27,827
Value: $1.93M
% of portfolio: 0.1%
Quarters held: 3; Since Q2 2025

Holdings of ES by Leo Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	27,827	$1.93M	0.1%	+23,017+478.5%	Added	Holders
Q4 2025	4,810	$323.8K	<0.1%	+4,810	New	Holders
Q3 2025	0	$0	0.0%	−4,015−100.0%	Sold out	Holders
Q2 2025	4,015	$255.4K	<0.1%	+4,015	New	Holders