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Disclosery

Leo Wealth, LLC: IVE position timeline

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

Leo Wealth, LLC held 22,355 IVE 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 22,355 shares
    Change vs previous 13F +14 shares

    0.34% of the 13F portfolio, value $4,720,211.

    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 22,341 shares
    Change vs previous 13F +18,529 shares

    0.34% of the 13F portfolio, value $4,737,758.

    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 3,812 shares
    Change vs previous 13F -19,439 shares

    0.1% of the 13F portfolio, value $787,132.

    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 23,251 shares
    Change vs previous 13F +19,527 shares

    0.35% of the 13F portfolio, value $4,543,750.

    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 3,724 shares
    Change vs previous 13F -18,526 shares

    0.1% of the 13F portfolio, value $709,765.

    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 22,250 shares
    Change vs previous 13F +6 shares

    0.38% of the 13F portfolio, value $4,247,024.

    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 22,244 shares
    Change vs previous 13F +21 shares

    0.4% of the 13F portfolio, value $4,385,851.

    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 22,223 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,027,147.

    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).