Ownership history in Leo Wealth, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Leo Wealth, LLC reported a position in ISHARES TR (IBMN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 56,526 | — | 0% | 0.20% | $1.5M | $26.63 |
| 2025 Q2 | UNCHANGED | 56,526 | — | 0% | 0.12% | $1.5M | $26.46 |
| 2025 Q1 | UNCHANGED | 56,526 | — | 0% | 0.22% | $1.5M | $26.30 |
| 2024 Q4 | REDUCED | 56,526 | -14,146 | -20.0% | 0.13% | $1.5M | $26.08 |
| 2024 Q3 | ADDED | 70,672 | +62 | +0.1% | 0.17% | $1.9M | $25.95 |
| 2024 Q2 | ADDED | 70,610 | +62 | +0.1% | 0.19% | $1.9M | $25.65 |
| 2024 Q1 | ADDED | 70,548 | +41 | +0.1% | 0.19% | $1.9M | $25.49 |
| 2023 Q4 | INITIATED | 70,507 | — | — | 0.19% | $1.9M | — |