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Disclosery

Leo Wealth, LLC: IBDS position timeline

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

Leo Wealth, LLC held 203,315 IBDS 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 203,315 shares
    Change vs previous 13F +5,716 shares

    0.36% of the 13F portfolio, value $4,928,349.

    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 197,599 shares
    Change vs previous 13F -648 shares

    0.35% of the 13F portfolio, value $4,797,713.

    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 198,247 shares
    Change vs previous 13F -1,723 shares

    0.63% of the 13F portfolio, value $4,825,340.

    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 199,970 shares
    Change vs previous 13F +7,063 shares

    0.38% of the 13F portfolio, value $4,853,278.

    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 192,907 shares
    Change vs previous 13F +16,294 shares

    0.67% of the 13F portfolio, value $4,664,491.

    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 176,613 shares
    Change vs previous 13F +66,552 shares

    0.38% of the 13F portfolio, value $4,231,655.

    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 110,061 shares
    Change vs previous 13F +29,353 shares

    0.25% of the 13F portfolio, value $2,682,183.

    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 80,708 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,915,192.

    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).