Skip to content
Disclosery

Upper Left Wealth Management, LLC: BNDX position timeline

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

Upper Left Wealth Management, LLC held 160,232 BNDX 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 160,232 shares
    Change vs previous 13F +10,853 shares

    4.3% of the 13F portfolio, value $7,760,036.

    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 149,379 shares
    Change vs previous 13F +14,247 shares

    4.24% of the 13F portfolio, value $7,177,661.

    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 135,132 shares
    Change vs previous 13F +12,418 shares

    3.98% of the 13F portfolio, value $6,529,579.

    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).

  4. period ended2025-09-30
    13F 122,714 shares
    Change vs previous 13F +4,136 shares

    3.81% of the 13F portfolio, value $6,069,435.

    13F-HR 0002085853-25-000128 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).

  5. period ended2025-06-30
    13F 118,578 shares
    Change vs previous 13F +136 shares

    3.92% of the 13F portfolio, value $5,870,797.

    13F-HR 0001667731-25-000740 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).

  6. period ended2025-03-31
    13F 118,442 shares
    Change vs previous 13F +107,082 shares

    4.15% of the 13F portfolio, value $5,782,339.

    13F-HR 0001667731-25-000422 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).

  7. period ended2024-12-31
    13F 11,360 shares
    Change vs previous 13F -321 shares

    0.48% of the 13F portfolio, value $557,208.

    13F-HR 0001667731-25-000107 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).

  8. period ended2024-09-30
    13F 11,681 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $581,247.

    13F-HR 0001911228-24-000004 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).