Skip to content
Disclosery

Leslie Global Wealth, LLC: IVE position timeline

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

Leslie Global Wealth, LLC held 9,833 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,833 shares
    Change vs previous 13F +7 shares

    0.87% of the 13F portfolio, value $2,232,681.

    13F-HR 0001172661-26-002711 filed by Leslie Global 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 ended2026-03-31
    13F 9,826 shares
    Change vs previous 13F +9,826 shares

    1.09% of the 13F portfolio, value $2,074,760.

    13F-HR 0001172661-26-002111 filed by Leslie Global 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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -10,220 shares

    13F-HR 0001172661-26-000433 filed by Leslie Global Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 10,220 shares
    Change vs previous 13F -14,500 shares

    0.99% of the 13F portfolio, value $2,110,532.

    13F-HR 0001172661-25-004358 filed by Leslie Global 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 ended2025-06-30
    13F 24,720 shares
    Change vs previous 13F +12,517 shares

    2.58% of the 13F portfolio, value $4,830,782.

    13F-HR 0001172661-25-003113 filed by Leslie Global 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 ended2025-03-31
    13F 12,203 shares
    Change vs previous 13F -238 shares

    1.13% of the 13F portfolio, value $2,325,648.

    13F-HR 0001172661-25-001809 filed by Leslie Global 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 ended2024-12-31
    13F 12,441 shares
    Change vs previous 13F -15,378 shares

    1.1% of the 13F portfolio, value $2,374,738.

    13F-HR 0001172661-25-001075 filed by Leslie Global 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 ended2024-09-30
    13F 27,819 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $5,485,072.

    13F-HR 0001172661-24-004410 filed by Leslie Global Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).