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Disclosery

Leo Wealth, LLC: IBDU position timeline

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

Leo Wealth, LLC held 191,154 IBDU 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 191,154 shares
    Change vs previous 13F +17,211 shares

    0.32% of the 13F portfolio, value $4,446,244.

    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 173,943 shares
    Change vs previous 13F +2,009 shares

    0.3% of the 13F portfolio, value $4,071,139.

    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 171,934 shares
    Change vs previous 13F +14,769 shares

    0.52% of the 13F portfolio, value $4,035,290.

    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 157,165 shares
    Change vs previous 13F +30,645 shares

    0.29% of the 13F portfolio, value $3,666,669.

    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 126,520 shares
    Change vs previous 13F +16,817 shares

    0.42% of the 13F portfolio, value $2,926,399.

    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 109,703 shares
    Change vs previous 13F +70,459 shares

    0.22% of the 13F portfolio, value $2,501,231.

    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 39,244 shares
    Change vs previous 13F +6,745 shares

    0.08% of the 13F portfolio, value $922,619.

    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 32,499 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $736,755.

    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).