Leo Wealth, LLC
Holdings in AFRM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $68,825,793 | 924,705 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $67,582,191 | 924,770 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $69,008,011 | 998,091 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $43,034,662 | 952,305 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $62,453,741 | 1,025,513 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $45,086,220 | 1,104,513 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $34,536,645 | 1,143,219 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $42,595,035 | 1,143,184 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $57,646,674 | 1,173,111 | Shares | Sole | 2024-03-14 |