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Disclosery

Leo Wealth, LLC: IWM position timeline

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

Leo Wealth, LLC held 3,396 IWM 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 3,396 shares
    Change vs previous 13F +393 shares

    0.06% of the 13F portfolio, value $842,281.

    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 3,003 shares
    Change vs previous 13F +32 shares

    0.05% of the 13F portfolio, value $739,282.

    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 2,971 shares
    Change vs previous 13F -26 shares

    0.09% of the 13F portfolio, value $718,763.

    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 2,997 shares
    Change vs previous 13F +56 shares

    0.05% of the 13F portfolio, value $646,773.

    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 2,941 shares
    Change vs previous 13F -23 shares

    0.08% of the 13F portfolio, value $586,677.

    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 2,964 shares
    Change vs previous 13F +644 shares

    0.06% of the 13F portfolio, value $654,972.

    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 2,320 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $512,531.

    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 2,319 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $470,374.

    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).