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Upper Left Wealth Management, LLC: BITB position timeline

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

Upper Left Wealth Management, LLC held 9,819 BITB 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 9,819 shares
    Change vs previous 13F -5,670 shares

    0.17% of the 13F portfolio, value $312,834.

    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 15,489 shares
    Change vs previous 13F +9,862 shares

    0.34% of the 13F portfolio, value $570,151.

    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).

  3. period ended2025-12-31
    13F 5,627 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $267,621.

    13F-HR 0002085853-26-000065 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).