Number of Shares
295
Previous 233 26.61%
Holding current value
$344 Million
Previous $244 Million 40.68%
% of portfolio
0.23%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025

BUY
N/A
62 Added 26.61%
295 $344 Million
Q2 2025

Jul 15, 2025

BUY
N/A
233 New
233 $244 Million
Track This Portfolio

Track Le Conte Wealth Management, LLC Portfolio

Follow Le Conte Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Le Conte Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Le Conte Wealth Management, LLC with notifications on news.