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Disclosery

Left Brain Wealth Management, LLC: SPOT position timeline

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

Left Brain Wealth Management, LLC held 0 SPOT shares at 2026-03-31 per its 13F-HR filed 2026-04-30.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,569 shares

    13F-HR 0001104659-26-052365 filed by Left Brain Wealth Management, 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.

  2. period ended2025-12-31
    13F 4,569 shares
    Change vs previous 13F -286 shares

    0.92% of the 13F portfolio, value $2,653,264.

    13F-HR 0001104659-26-010757 filed by Left Brain Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 4,855 shares
    Change vs previous 13F +2,260 shares

    1.06% of the 13F portfolio, value $3,388,790.

    13F-HR 0001104659-25-110452 filed by Left Brain Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 2,595 shares
    Change vs previous 13F +1,773 shares

    0.7% of the 13F portfolio, value $1,991,247.

    13F-HR 0001104659-25-076758 filed by Left Brain Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 822 shares
    Change vs previous 13F -360 shares

    0.2% of the 13F portfolio, value $452,125.

    13F-HR 0001104659-25-043527 filed by Left Brain Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,182 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $528,803.

    13F-HR 0001104659-25-010805 filed by Left Brain Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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