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WealthBridge Capital Management, LLC → LEO

WealthBridge Capital Management, LLC LEO Position History

LEO

Quarters held
5
Latest value
$23.4M
Q3 2026
Peak value
$23.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$18.2M
Q4 2025$19.3M
Q1 2026$18.2M
Q2 2026$22.3M
Q3 2026$23.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$23.4M479.1K——
Q2 2026$22.3M155.8K——
Q1 2026$18.2M145.9K——
Q4 2025$19.3M147.6K——
Q3 2025$18.2M141.5K——

Other funds holding LEO

Other WealthBridge Capital Management, LLC positions

ETHA

ISHARES TR

$52M
ETHA

ISHARES TR

$50.3M
ETHA

ISHARES TR

$44.5M
ETHA

ISHARES TR

$42.5M
ETHA

ISHARES TR

$42.2M
SPY

STATE STR SPDR S&P 500 ETF T

$24.6M
IVZ

INVESCO EXCHANGE TRADED FD T

$24.6M
SPY

STATE STR SPDR S&P 500 ETF T

$24.3M