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Disclosery

Leo Wealth, LLC: IBTL position timeline

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

Leo Wealth, LLC held 24,947 IBTL 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 24,947 shares
    Change vs previous 13F +139 shares

    0.04% of the 13F portfolio, value $508,894.

    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 24,808 shares
    Change vs previous 13F +774 shares

    0.04% of the 13F portfolio, value $509,183.

    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 24,034 shares
    Change vs previous 13F +221 shares

    0.06% of the 13F portfolio, value $494,376.

    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 23,813 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $488,171.

    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).