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 APPLE INC (AAPL). 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 | 124,127 | +46,778 | +60.5% | 2.44% | $33.7M | $271.61 |
| 2025 Q3 | REDUCED | 77,349 | -56,501 | -42.2% | 2.55% | $19.7M | $254.15 |
| 2025 Q2 | ADDED | 133,850 | +64,681 | +93.5% | 2.13% | $27.4M | $204.55 |
| 2025 Q1 | REDUCED | 69,169 | -66,248 | -48.9% | 2.21% | $15.4M | $221.17 |
| 2024 Q4 | REDUCED | 135,417 | -3,796 | -2.7% | 3.04% | $33.9M | $249.06 |
| 2024 Q3 | REDUCED | 139,213 | -2,414 | -1.7% | 2.96% | $32.4M | $231.48 |
| 2024 Q2 | REDUCED | 141,627 | -10,935 | -7.2% | 3.09% | $30.3M | $209.00 |
| 2024 Q1 | ADDED | 152,562 | +3,381 | +2.3% | 2.67% | $26.0M | $169.93 |
| 2023 Q4 | INITIATED | 149,181 | — | — | 2.81% | $27.1M | — |
As of 2025 Q4 — sorted by position size