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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

  1. period ended2026-03-31
    13F 50,508 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 27,244 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 37,353 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 47,814 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 27,002 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 29,360 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 9,514 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 9,559 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).