Leo Wealth, LLC: JIRE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leo Wealth, LLC on JIRE, newest first. How the timeline and the estimate are built.
Leo Wealth, LLC held 263,346 JIRE shares at 2026-03-31 per its 13F-HR filed 2026-05-05.
the latest 13F is the newest step
- period ended2026-03-3113F 263,346 sharesChange vs previous 13F -50,405 shares
1.45% of the 13F portfolio, value $19,945,685.
13F-HR 0001754960-26-000352 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 313,751 sharesChange vs previous 13F +119,782 shares
1.7% of the 13F portfolio, value $23,502,382.
13F-HR 0001754960-26-000097 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 193,969 sharesChange vs previous 13F -96,761 shares
1.85% of the 13F portfolio, value $14,264,514.
13F-HR 0001754960-25-000792 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 290,730 sharesChange vs previous 13F +92,502 shares
1.6% of the 13F portfolio, value $20,602,326.
13F-HR 0001754960-25-000476 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 198,228 sharesChange vs previous 13F -78,301 shares
1.82% of the 13F portfolio, value $12,631,057.
13F-HR 0001754960-25-000272 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 276,529 sharesChange vs previous 13F -63,547 shares
1.45% of the 13F portfolio, value $16,177,579.
13F-HR 0001754960-25-000075 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 340,076 sharesChange vs previous 13F +15,603 shares
2.05% of the 13F portfolio, value $22,455,208.
13F-HR 0001754960-24-000519 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 324,473 sharesChange vs previous 13F not available
2.07% of the 13F portfolio, value $20,317,301.
13F-HR 0001754960-24-000273 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).