Ownership history in Leo Wealth, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Leo Wealth, LLC reported a position in JANUS DETROIT STR TR (JMBS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 434,248 | +277,996 | +177.9% | 1.44% | $19.8M | $45.29 |
| 2025 Q3 | REDUCED | 156,252 | -236,054 | -60.2% | 0.93% | $7.1M | $44.51 |
| 2025 Q2 | ADDED | 392,306 | +249,229 | +174.2% | 1.38% | $17.7M | $43.35 |
| 2025 Q1 | REDUCED | 143,077 | -213,088 | -59.8% | 0.93% | $6.5M | $42.94 |
| 2024 Q4 | ADDED | 356,165 | +26,272 | +8.0% | 1.41% | $15.7M | $41.62 |
| 2024 Q3 | ADDED | 329,893 | +56,626 | +20.7% | 1.41% | $15.4M | $43.08 |
| 2024 Q2 | REDUCED | 273,267 | -44,854 | -14.1% | 1.24% | $12.1M | $40.70 |
| 2024 Q1 | ADDED | 318,121 | +116,519 | +57.8% | 1.46% | $14.2M | $40.58 |
| 2023 Q4 | INITIATED | 201,602 | — | — | 0.95% | $9.1M | — |
As of 2025 Q4 — sorted by position size