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Disclosery

Leo Wealth, LLC: IVV position timeline

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

Leo Wealth, LLC held 9,492 IVV 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 9,492 shares
    Change vs previous 13F -964 shares

    0.45% of the 13F portfolio, value $6,200,272.

    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 10,456 shares
    Change vs previous 13F +3,889 shares

    0.52% of the 13F portfolio, value $7,161,411.

    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 6,567 shares
    Change vs previous 13F -3,453 shares

    0.57% of the 13F portfolio, value $4,395,464.

    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 10,020 shares
    Change vs previous 13F +3,553 shares

    0.48% of the 13F portfolio, value $6,213,790.

    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 6,467 shares
    Change vs previous 13F -1,592 shares

    0.52% of the 13F portfolio, value $3,633,628.

    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 8,059 shares
    Change vs previous 13F -63 shares

    0.43% of the 13F portfolio, value $4,744,133.

    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 8,122 shares
    Change vs previous 13F -450 shares

    0.43% of the 13F portfolio, value $4,685,113.

    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 8,572 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,693,339.

    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).