Skip to content
Disclosery

Leo Wealth, LLC: IBMR position timeline

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

Leo Wealth, LLC held 17,065 IBMR 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 17,065 shares
    Change vs previous 13F +1,541 shares

    0.03% of the 13F portfolio, value $432,591.

    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 15,524 shares
    Change vs previous 13F +112 shares

    0.03% of the 13F portfolio, value $394,786.

    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 15,412 shares
    Change vs previous 13F +2,313 shares

    0.05% of the 13F portfolio, value $393,466.

    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 13,099 shares
    Change vs previous 13F +83 shares

    0.03% of the 13F portfolio, value $330,500.

    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 13,016 shares
    Change vs previous 13F +56 shares

    0.05% of the 13F portfolio, value $325,910.

    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 12,960 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $323,752.

    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).