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Disclosery

Leo Wealth, LLC: IBDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leo Wealth, LLC on IBDR, newest first. How the timeline and the estimate are built.

Leo Wealth, LLC held 137,080 IBDR 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 137,080 shares
    Change vs previous 13F +1,406 shares

    0.24% of the 13F portfolio, value $3,322,828.

    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 135,674 shares
    Change vs previous 13F +49,562 shares

    0.24% of the 13F portfolio, value $3,287,373.

    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 86,112 shares
    Change vs previous 13F -40,010 shares

    0.27% of the 13F portfolio, value $2,092,527.

    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 126,122 shares
    Change vs previous 13F -16,212 shares

    0.24% of the 13F portfolio, value $3,058,455.

    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 142,334 shares
    Change vs previous 13F +1,687 shares

    0.5% of the 13F portfolio, value $3,445,894.

    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 140,647 shares
    Change vs previous 13F -31,789 shares

    0.3% of the 13F portfolio, value $3,385,367.

    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 172,436 shares
    Change vs previous 13F -8,301 shares

    0.38% of the 13F portfolio, value $4,190,194.

    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 180,737 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,305,059.

    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).