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
- period ended2026-03-3113F 464,602 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 417,952 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 159,749 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 377,239 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 143,909 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 269,399 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 329,439 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 298,213 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).