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Disclosery

Leo Wealth, LLC: IBTI position timeline

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

Leo Wealth, LLC held 91,393 IBTI 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 91,393 shares
    Change vs previous 13F -12,468 shares

    0.15% of the 13F portfolio, value $2,036,512.

    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 103,861 shares
    Change vs previous 13F +1,277 shares

    0.17% of the 13F portfolio, value $2,322,843.

    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 102,584 shares
    Change vs previous 13F -2,345 shares

    0.3% of the 13F portfolio, value $2,296,341.

    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 104,929 shares
    Change vs previous 13F -1,728 shares

    0.18% of the 13F portfolio, value $2,346,216.

    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 106,657 shares
    Change vs previous 13F +18,397 shares

    0.34% of the 13F portfolio, value $2,373,127.

    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 88,260 shares
    Change vs previous 13F +56,393 shares

    0.17% of the 13F portfolio, value $1,933,218.

    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 31,867 shares
    Change vs previous 13F +3,886 shares

    0.07% of the 13F portfolio, value $717,175.

    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 27,981 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $610,840.

    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).