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Upper Left Wealth Management, LLC: ARKB position timeline

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

Upper Left Wealth Management, LLC held 14,095 ARKB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,095 shares
    Change vs previous 13F +367 shares

    0.15% of the 13F portfolio, value $274,289.

    13F-HR 0002085853-26-000723 filed by Upper Left Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 13,728 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $308,743.

    13F-HR 0002085853-26-000397 filed by Upper Left Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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