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 AFFIRM HLDGS INC (AFRM). 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 | REDUCED | 924,705 | -65 | -0.0% | 4.99% | $68.8M | $74.43 |
| 2025 Q3 | REDUCED | 924,770 | -73,321 | -7.3% | 8.76% | $67.6M | $73.08 |
| 2025 Q2 | ADDED | 998,091 | +45,786 | +4.8% | 5.37% | $69.0M | $69.14 |
| 2025 Q1 | REDUCED | 952,305 | -73,208 | -7.1% | 6.19% | $43.0M | $45.19 |
| 2024 Q4 | REDUCED | 1,025,513 | -79,000 | -7.2% | 5.60% | $62.5M | $60.90 |
| 2024 Q3 | REDUCED | 1,104,513 | -38,706 | -3.4% | 4.12% | $45.1M | $40.82 |
| 2024 Q2 | ADDED | 1,143,219 | +35 | +0.0% | 3.52% | $34.5M | $30.21 |
| 2024 Q1 | REDUCED | 1,143,184 | -29,927 | -2.6% | 4.36% | $42.6M | $37.26 |
| 2023 Q4 | INITIATED | 1,173,111 | — | — | 5.97% | $57.6M | — |
As of 2025 Q4 — sorted by position size