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Wealth Forward, LLC LEO Position History
LEO
Quarters held
5
Latest value
$3.8M
Q3 2026
Peak value
$5.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.5M |
| Q4 2025 | $4.6M |
| Q1 2026 | $4.4M |
| Q2 2026 | $5.1M |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 78.0K | — | — |
| Q2 2026 | $5.1M | 35.9K | — | — |
| Q1 2026 | $4.4M | 35.0K | — | — |
| Q4 2025 | $4.6M | 35.4K | — | — |
| Q3 2025 | $4.5M | 35.4K | — | — |
Other funds holding LEO
$1.7B
$1.6B
$1.5B
$739.6M
$461.5M
$428.7M