Skip to content
Disclosery

Leo Wealth, LLC: IJR position timeline

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

Leo Wealth, LLC held 42,467 IJR 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 42,467 shares
    Change vs previous 13F -632 shares

    0.38% of the 13F portfolio, value $5,279,131.

    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 43,099 shares
    Change vs previous 13F +777 shares

    0.38% of the 13F portfolio, value $5,179,650.

    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 42,322 shares
    Change vs previous 13F +34 shares

    0.65% of the 13F portfolio, value $5,029,132.

    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 42,288 shares
    Change vs previous 13F +4,668 shares

    0.36% of the 13F portfolio, value $4,619,263.

    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 37,620 shares
    Change vs previous 13F -12,218 shares

    0.57% of the 13F portfolio, value $3,933,925.

    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 49,838 shares
    Change vs previous 13F +7,207 shares

    0.51% of the 13F portfolio, value $5,742,385.

    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 42,631 shares
    Change vs previous 13F +5,116 shares

    0.46% of the 13F portfolio, value $4,986,091.

    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 37,515 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,001,300.

    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).