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Disclosery

Leo Wealth, LLC: IBTG position timeline

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

Leo Wealth, LLC held 20,335 IBTG 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 20,335 shares
    Change vs previous 13F -1,836 shares

    0.03% of the 13F portfolio, value $465,972.

    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 22,171 shares
    Change vs previous 13F +5,470 shares

    0.04% of the 13F portfolio, value $507,154.

    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 16,701 shares
    Change vs previous 13F -16,757 shares

    0.05% of the 13F portfolio, value $383,283.

    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 33,458 shares
    Change vs previous 13F -12,089 shares

    0.06% of the 13F portfolio, value $767,186.

    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 45,547 shares
    Change vs previous 13F +9,638 shares

    0.15% of the 13F portfolio, value $1,044,839.

    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 35,909 shares
    Change vs previous 13F -32,757 shares

    0.07% of the 13F portfolio, value $819,082.

    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 68,666 shares
    Change vs previous 13F -19,201 shares

    0.14% of the 13F portfolio, value $1,583,772.

    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 87,867 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,989,711.

    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).