Leo Wealth, LLC BCIM — ABRDN ETFS

Ownership history in Leo Wealth, LLC  ·  8 quarters on record

AI Ownership Summary

Leo Wealth, LLC reported ABRDN ETFS (BCIM) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.18% in 2025 Q1. The latest visible filing shows BCIM at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BCIM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Leo Wealth, LLC's position in ABRDN ETFS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BCIM was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BCIM stock page Leo Wealth, LLC fund profile Leo Wealth, LLC full holdings
How Leo Wealth, LLC held BCIM — position size vs. price
% of Fund (quarterly)    BCIM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 57,531 -850 -1.5% 0.16% $1.2M 2025-11-14 $21.62
2025 Q2 REDUCED — — — 58,381 -372 -0.6% 0.10% $1.3M 2025-07-24 $22.29
2025 Q1 REDUCED 25.5% -0.6% ✅ 58,753 -20,143 -25.5% 0.18% $1.3M 2025-05-02 $19.62
2024 Q4 ADDED — — — 78,896 +7,218 +10.1% 0.14% $1.6M 2025-01-28 $19.53
2024 Q3 ADDED — — — 71,678 +3,023 +4.4% 0.16% $1.7M 2024-10-21 $20.30
2024 Q2 ADDED — — — 68,655 +832 +1.2% 0.16% $1.6M 2024-07-17 $19.76
2024 Q1 ADDED — — — 67,823 +35,055 +107.0% 0.15% $1.5M 2024-05-09 $21.00
2023 Q4 INITIATED — — — 32,768 — — 0.07% $708K 2024-03-14 $18.83

🏢 Other funds also holding BCIM

As of 2025 Q3 — sorted by position size

Mezzasalma Advisors, LLC 3Y 0.06% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.06% LEAVELL INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.03% Aberdeen Group plc 3Y 7Y 0.01% Allworth Financial LP 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% MORGAN STANLEY 3Y 7Y 0.0%

FAQ About Leo Wealth, LLC and BCIM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Leo Wealth, LLC reported owning BCIM?

Leo Wealth, LLC reported BCIM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported BCIM position in Leo Wealth, LLC's portfolio?

The largest reported portfolio weight for BCIM was 0.18% in 2025 Q1.

What is the latest reported BCIM position on this page?

The most recent filing on this page is 2025 Q3, when Leo Wealth, LLC reported 57,531 shares, equal to 0.16% of portfolio, with an estimated market value of $1.2M.

What does the chart on this BCIM ownership page compare?

The chart compares Leo Wealth, LLC's quarterly BCIM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Leo Wealth, LLC time their BCIM position?

Based on 13F filing dates vs. subsequent BCIM price moves, Leo Wealth, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on BCIM relative to SPY over the holding period was -8.6%.

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