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Disclosery

Leo Wealth, LLC: IWR position timeline

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

Leo Wealth, LLC held 17,630 IWR 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 17,630 shares
    Change vs previous 13F +48 shares

    0.12% of the 13F portfolio, value $1,714,119.

    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 17,582 shares
    Change vs previous 13F +71 shares

    0.12% of the 13F portfolio, value $1,692,633.

    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 17,511 shares
    Change vs previous 13F +58 shares

    0.22% of the 13F portfolio, value $1,690,671.

    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 17,453 shares
    Change vs previous 13F -59 shares

    0.12% of the 13F portfolio, value $1,605,116.

    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 17,512 shares
    Change vs previous 13F +53 shares

    0.21% of the 13F portfolio, value $1,489,779.

    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 17,459 shares
    Change vs previous 13F +63 shares

    0.14% of the 13F portfolio, value $1,543,409.

    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 17,396 shares
    Change vs previous 13F +74 shares

    0.14% of the 13F portfolio, value $1,533,263.

    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 17,322 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,404,493.

    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).