Leo Wealth, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1912202
HURST, TX
Position in ZION
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$369,228
-$117,063 QoQ
Shares Held
6,408
-22.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Leo Wealth, LLC holds $1,001,570 across 4 Banks - Regional names. ZION ranks #1 (36.9% of the industry book) .
All Filings in ZION
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $369,228 | 6,408 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $486,291 | 8,307 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $579,209 | 10,237 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $663,793 | 12,780 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $743,761 | 14,917 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $795,522 | 14,664 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $687,381 | 14,557 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||