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 (IBTF). 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 | REDUCED | 31,193 | -22,595 | -42.0% | 0.09% | $729K | $23.13 |
| 2025 Q2 | ADDED | 53,788 | +7,189 | +15.4% | 0.10% | $1.3M | $22.88 |
| 2025 Q1 | REDUCED | 46,599 | -8,919 | -16.1% | 0.16% | $1.1M | $22.65 |
| 2024 Q4 | REDUCED | 55,518 | -87,533 | -61.2% | 0.12% | $1.3M | $22.44 |
As of 2025 Q4 — sorted by position size