Leo Wealth, LLC: GIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leo Wealth, LLC on GIS, newest first. How the timeline and the estimate are built.
Leo Wealth, LLC held 50,508 GIS shares at 2026-03-31 per its 13F-HR filed 2026-05-05.
the latest 13F is the newest step
- period ended2026-03-3113F 50,508 sharesChange vs previous 13F +23,264 shares
0.14% of the 13F portfolio, value $1,879,918.
13F-HR 0001754960-26-000352 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 27,244 sharesChange vs previous 13F -10,109 shares
0.09% of the 13F portfolio, value $1,266,833.
13F-HR 0001754960-26-000097 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 37,353 sharesChange vs previous 13F -10,461 shares
0.24% of the 13F portfolio, value $1,883,354.
13F-HR 0001754960-25-000792 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 47,814 sharesChange vs previous 13F +20,812 shares
0.19% of the 13F portfolio, value $2,477,225.
13F-HR 0001754960-25-000476 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 27,002 sharesChange vs previous 13F -2,358 shares
0.23% of the 13F portfolio, value $1,614,430.
13F-HR 0001754960-25-000272 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,360 sharesChange vs previous 13F +19,846 shares
0.17% of the 13F portfolio, value $1,872,290.
13F-HR 0001754960-25-000075 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,514 sharesChange vs previous 13F -45 shares
0.06% of the 13F portfolio, value $702,581.
13F-HR 0001754960-24-000519 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 9,559 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $604,754.
13F-HR 0001754960-24-000273 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).