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Upper Left Wealth Management, LLC: BWX position timeline

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

Upper Left Wealth Management, LLC held 306,718 BWX 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 306,718 shares
    Change vs previous 13F -5,778 shares

    3.68% of the 13F portfolio, value $6,649,647.

    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 312,496 shares
    Change vs previous 13F +45,670 shares

    4.05% of the 13F portfolio, value $6,859,288.

    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 266,826 shares
    Change vs previous 13F +27,620 shares

    3.66% of the 13F portfolio, value $6,011,590.

    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 239,206 shares
    Change vs previous 13F +12,828 shares

    3.45% of the 13F portfolio, value $5,501,738.

    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 226,378 shares
    Change vs previous 13F -1,679 shares

    3.55% of the 13F portfolio, value $5,317,620.

    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 228,057 shares
    Change vs previous 13F +94,759 shares

    3.58% of the 13F portfolio, value $4,985,327.

    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 133,298 shares
    Change vs previous 13F +4,424 shares

    2.44% of the 13F portfolio, value $2,851,245.

    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 128,874 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $2,946,060.

    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).