Upper Left Wealth Management, LLC: BCI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Upper Left Wealth Management, LLC on BCI, newest first. How the timeline and the estimate are built.
Upper Left Wealth Management, LLC held 355,096 BCI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 355,096 sharesChange vs previous 13F -14,757 shares
4.4% of the 13F portfolio, value $7,932,845.
13F-HR 0002085853-26-000723 filed by Upper Left Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 369,853 sharesChange vs previous 13F +52,584 shares
5.3% of the 13F portfolio, value $8,983,730.
13F-HR 0002085853-26-000397 filed by Upper Left Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 317,269 sharesChange vs previous 13F +15,420 shares
3.78% of the 13F portfolio, value $6,196,264.
13F-HR 0002085853-26-000065 filed by Upper Left Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 301,849 sharesChange vs previous 13F +5,263 shares
4.08% of the 13F portfolio, value $6,501,828.
13F-HR 0002085853-25-000128 filed by Upper Left Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 296,586 sharesChange vs previous 13F +12,766 shares
4.11% of the 13F portfolio, value $6,160,092.
13F-HR 0001667731-25-000740 filed by Upper Left Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 283,820 sharesChange vs previous 13F +11,052 shares
4.37% of the 13F portfolio, value $6,090,778.
13F-HR 0001667731-25-000422 filed by Upper Left Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 272,768 sharesChange vs previous 13F +12,536 shares
4.61% of the 13F portfolio, value $5,387,168.
13F-HR 0001667731-25-000107 filed by Upper Left Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 260,232 sharesChange vs previous 13F not available
4.46% of the 13F portfolio, value $5,084,934.
13F-HR 0001911228-24-000004 filed by Upper Left Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).