Left Brain Wealth Management, LLC: WM position timeline

Left Brain Wealth Management, LLC held 0 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -26,246 shares

   13F-HR 0001104659-26-088542 filed by Left Brain Wealth Management, LLC
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 26,246 shares

   Change vs previous 13F +162 shares

   2.37% of the 13F portfolio, value $6,031,068.

   13F-HR 0001104659-26-052365 filed by Left Brain Wealth Management, LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 26,084 shares

   Change vs previous 13F -233 shares

   1.98% of the 13F portfolio, value $5,730,916.

   13F-HR 0001104659-26-010757 filed by Left Brain Wealth Management, LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 26,317 shares

   Change vs previous 13F -369 shares

   1.82% of the 13F portfolio, value $5,811,583.

   13F-HR 0001104659-25-110452 filed by Left Brain Wealth Management, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 26,686 shares

   Change vs previous 13F not available

   2.15% of the 13F portfolio, value $6,106,291.

   13F-HR 0001104659-25-076758 filed by Left Brain Wealth Management, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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