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Disclosery

Leo Wealth, LLC: IBDT position timeline

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

Leo Wealth, LLC held 195,552 IBDT 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 195,552 shares
    Change vs previous 13F +2,109 shares

    0.36% of the 13F portfolio, value $4,953,321.

    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 193,443 shares
    Change vs previous 13F +17,658 shares

    0.36% of the 13F portfolio, value $4,924,092.

    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 175,785 shares
    Change vs previous 13F +1,740 shares

    0.58% of the 13F portfolio, value $4,486,024.

    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 174,045 shares
    Change vs previous 13F +15,841 shares

    0.34% of the 13F portfolio, value $4,424,224.

    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 158,204 shares
    Change vs previous 13F +12,948 shares

    0.57% of the 13F portfolio, value $3,996,227.

    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 145,256 shares
    Change vs previous 13F +85,258 shares

    0.32% of the 13F portfolio, value $3,616,873.

    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 59,998 shares
    Change vs previous 13F +11,563 shares

    0.14% of the 13F portfolio, value $1,531,758.

    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 48,435 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,199,724.

    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).