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Disclosery

Leo Wealth, LLC: IBTH position timeline

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

Leo Wealth, LLC held 83,036 IBTH 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 83,036 shares
    Change vs previous 13F -13,091 shares

    0.14% of the 13F portfolio, value $1,862,503.

    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 96,127 shares
    Change vs previous 13F +726 shares

    0.16% of the 13F portfolio, value $2,159,966.

    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 95,401 shares
    Change vs previous 13F -1,709 shares

    0.28% of the 13F portfolio, value $2,148,435.

    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 97,110 shares
    Change vs previous 13F -632 shares

    0.17% of the 13F portfolio, value $2,184,009.

    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 97,742 shares
    Change vs previous 13F +20,283 shares

    0.32% of the 13F portfolio, value $2,191,381.

    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 77,459 shares
    Change vs previous 13F +10,723 shares

    0.15% of the 13F portfolio, value $1,719,332.

    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 66,736 shares
    Change vs previous 13F +34,172 shares

    0.14% of the 13F portfolio, value $1,510,565.

    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 32,564 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $718,845.

    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).