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Leslie Global Wealth, LLC: IVW position timeline

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

Leslie Global Wealth, LLC held 6,576 IVW 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 6,576 shares
    Change vs previous 13F -190 shares

    0.35% of the 13F portfolio, value $904,397.

    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 6,766 shares
    Change vs previous 13F -7,761 shares

    0.4% of the 13F portfolio, value $765,302.

    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 14,527 shares
    Change vs previous 13F +8,924 shares

    0.81% of the 13F portfolio, value $1,790,598.

    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).

  4. period ended2025-09-30
    13F 5,603 shares
    Change vs previous 13F -12,965 shares

    0.32% of the 13F portfolio, value $676,394.

    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 18,568 shares
    Change vs previous 13F +9,462 shares

    1.09% of the 13F portfolio, value $2,044,337.

    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 9,106 shares
    Change vs previous 13F -684 shares

    0.41% of the 13F portfolio, value $845,310.

    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 9,790 shares
    Change vs previous 13F -11,469 shares

    0.46% of the 13F portfolio, value $993,979.

    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 21,259 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,035,549.

    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).