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Leo Wealth, LLC: IEF position timeline

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

Leo Wealth, LLC held 464,602 IEF 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 464,602 shares
    Change vs previous 13F +46,650 shares

    3.22% of the 13F portfolio, value $44,340,621.

    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 417,952 shares
    Change vs previous 13F +258,203 shares

    2.92% of the 13F portfolio, value $40,200,307.

    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 159,749 shares
    Change vs previous 13F -217,490 shares

    2% of the 13F portfolio, value $15,409,390.

    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 377,239 shares
    Change vs previous 13F +233,330 shares

    2.81% of the 13F portfolio, value $36,150,590.

    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 143,909 shares
    Change vs previous 13F -125,490 shares

    1.97% of the 13F portfolio, value $13,724,641.

    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 269,399 shares
    Change vs previous 13F -60,040 shares

    2.23% of the 13F portfolio, value $24,905,914.

    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 329,439 shares
    Change vs previous 13F +31,226 shares

    2.95% of the 13F portfolio, value $32,324,590.

    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 298,213 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $27,740,715.

    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).