Leo Wealth, LLC

SEC CIK: 0001912202
Latest filing: May 5, 2026

SEC filings (opens in a new tab)

SOR holding history

Source Capital 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.

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

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2023

Holdings of SOR by Leo Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−5,262−100.0%	Sold out	Holders
Q2 2024	5,262	$232.9K	<0.1%	+77+1.5%	Added	Holders
Q1 2024	5,185	$220.3K	<0.1%	+78+1.5%	Added	Holders
Q4 2023	5,107	$206.2K	<0.1%	–	No prior filing	Holders