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Disclosery

Leo Wealth, LLC: IWF position timeline

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

Leo Wealth, LLC held 8,543 IWF 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 8,543 shares
    Change vs previous 13F -2 shares

    0.26% of the 13F portfolio, value $3,642,527.

    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 8,545 shares
    Change vs previous 13F +443 shares

    0.29% of the 13F portfolio, value $4,044,324.

    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 8,102 shares
    Change vs previous 13F -26 shares

    0.49% of the 13F portfolio, value $3,795,006.

    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 8,128 shares
    Change vs previous 13F -31 shares

    0.27% of the 13F portfolio, value $3,450,887.

    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 8,159 shares
    Change vs previous 13F -24 shares

    0.42% of the 13F portfolio, value $2,946,105.

    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 8,183 shares
    Change vs previous 13F -347 shares

    0.29% of the 13F portfolio, value $3,286,328.

    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 8,530 shares
    Change vs previous 13F -30 shares

    0.29% of the 13F portfolio, value $3,201,961.

    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 8,560 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,120,184.

    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).