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Disclosery

Leo Wealth, LLC: IBM position timeline

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

Leo Wealth, LLC held 17,986 IBM 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 17,986 shares
    Change vs previous 13F +1,678 shares

    0.32% of the 13F portfolio, value $4,359,566.

    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 16,308 shares
    Change vs previous 13F +1,180 shares

    0.35% of the 13F portfolio, value $4,830,556.

    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 15,128 shares
    Change vs previous 13F -1,484 shares

    0.55% of the 13F portfolio, value $4,268,638.

    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 16,612 shares
    Change vs previous 13F -242 shares

    0.38% of the 13F portfolio, value $4,891,969.

    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 16,854 shares
    Change vs previous 13F -22 shares

    0.6% of the 13F portfolio, value $4,190,868.

    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 16,876 shares
    Change vs previous 13F -2,674 shares

    0.33% of the 13F portfolio, value $3,709,765.

    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 19,550 shares
    Change vs previous 13F +539 shares

    0.39% of the 13F portfolio, value $4,322,065.

    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 19,011 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,291,683.

    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).