Position in ARES
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$233,255
-$214,783 QoQ
Shares Held
2,138
-22.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Leo Wealth, LLC holds $25,719,881 across 15 Asset Management names. ARES ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
7,444 | $7,158,969 | |
| 2 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
283,141 | $3,179,673 | |
| 3 | VGM |
Invesco Trust for Investment Grade Municipals
|
319,284 | $3,151,333 | |
| 4 | MMU |
Western Asset Managed Municipals Fund Inc.
|
299,771 | $3,081,645 | |
| 5 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
274,876 | $2,888,946 | |
| 6 | MHD |
Blackrock Muniholdings Fund, Inc.
|
251,331 | $2,835,013 | |
| 7 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
49,854 | $801,153 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
88,886 | $769,752 |
All Filings in ARES
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $233,255 | 2,138 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $448,038 | 2,772 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $451,849 | 2,826 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $491,368 | 2,837 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $454,491 | 3,100 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $532,329 | 3,007 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $466,584 | 2,994 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $396,108 | 2,972 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $394,950 | 2,970 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $349,030 | 2,935 | Shares | Sole | 2024-03-14 | |
| No filing history on record for this holder in this stock. | ||||||