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WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV → LEO

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV LEO Position History

LEO

Quarters held
4
Latest value
$52.4M
Q3 2026
Peak value
$56M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$34.5M
Q1 2026$32.1M
Q2 2026$56M
Q3 2026$52.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$52.4M1.07M——
Q2 2026$56M390.3K——
Q1 2026$32.1M257.4K——
Q4 2025$34.5M263.4K——

Other funds holding LEO

Other WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV positions

STT-PG

SPDR SERIES TRUST

$48.4M
ETHA

ISHARES TR

$47M
SPY

STATE STR SPDR S&P 500 ETF T

$45.8M
SPY

STATE STR SPDR S&P 500 ETF T

$44.7M
SPY

SPDR S&P 500 ETF TR

$43.9M
ETHA

ISHARES TR

$43.2M
ETHA

ISHARES TR

$42.7M
VGES

VANGUARD INDEX FDS

$41M
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV LEO Holdings: 13F Position History | Track13F