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Disclosery

Leo Wealth, LLC: JMBS position timeline

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

Leo Wealth, LLC held 594,085 JMBS 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 594,085 shares
    Change vs previous 13F +159,837 shares

    1.95% of the 13F portfolio, value $26,840,064.

    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 434,248 shares
    Change vs previous 13F +277,996 shares

    1.44% of the 13F portfolio, value $19,845,265.

    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 156,252 shares
    Change vs previous 13F -236,054 shares

    0.93% of the 13F portfolio, value $7,136,036.

    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 392,306 shares
    Change vs previous 13F +249,229 shares

    1.38% of the 13F portfolio, value $17,684,268.

    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 143,077 shares
    Change vs previous 13F -213,088 shares

    0.93% of the 13F portfolio, value $6,467,088.

    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 356,165 shares
    Change vs previous 13F +26,272 shares

    1.41% of the 13F portfolio, value $15,733,723.

    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 329,893 shares
    Change vs previous 13F +56,626 shares

    1.41% of the 13F portfolio, value $15,389,497.

    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 273,267 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $12,117,528.

    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).