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Integrated Wealth Concepts LLC → LEO
Integrated Wealth Concepts LLC LEO Position History
LEO
Quarters held
17
Latest value
$3.1M
Q2 2026
Peak value
$699M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $904K |
| Q3 2025 | $3.5M |
| Q3 2025 | $330.4M |
| Q4 2025 | $563K |
| Q4 2025 | $3M |
| Q4 2025 | $316.9M |
| Q1 2026 | $933K |
| Q1 2026 | $3M |
| Q1 2026 | $360.7M |
| Q2 2026 | $699M |
| Q2 2026 | $15K |
| Q2 2026 | $6.1M |
| Q2 2026 | $5.4M |
| Q2 2026 | $8K |
| Q2 2026 | $422.3M |
| Q2 2026 | $3M |
| Q2 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $3.1M | 66.1K | — | — |
| Q2 2026 | $3M | 67.0K | — | — |
| Q2 2026 | $422.3M | 2.95M | — | — |
| Q2 2026 | $8K | 745 | — | — |
| Q2 2026 | $5.4M | 119.5K | — | — |
| Q2 2026 | $6.1M | 129.1K | — | — |
| Q2 2026 | $15K | 119 | — | — |
| Q2 2026 | $699M | 4.87M | — | — |
| Q1 2026 | $360.7M | 2.89M | — | — |
| Q1 2026 | $3M | 64.1K | — | — |
| Q1 2026 | $933K | 21.0K | — | — |
| Q4 2025 | $316.9M | 2.42M | — | — |
| Q4 2025 | $3M | 61.6K | — | — |
| Q4 2025 | $563K | 14.0K | — | — |
| Q3 2025 | $330.4M | 2.57M | — | — |
| Q3 2025 | $3.5M | 72.6K | — | — |
| Q3 2025 | $904K | 23.2K | — | — |
Other funds holding LEO
$287.9M
$228M
$188.4M
$66.6M
$59.2M
$30.3M