Skip to content
Disclosery

Upper Left Wealth Management, LLC: CTA position timeline

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

Upper Left Wealth Management, LLC held 125,785 CTA 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 125,785 shares
    Change vs previous 13F -7,205 shares

    1.81% of the 13F portfolio, value $3,262,863.

    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 132,990 shares
    Change vs previous 13F +13,913 shares

    2.37% of the 13F portfolio, value $4,018,958.

    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 119,077 shares
    Change vs previous 13F +10,862 shares

    1.98% of the 13F portfolio, value $3,246,040.

    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 108,215 shares
    Change vs previous 13F +8,480 shares

    1.9% of the 13F portfolio, value $3,026,774.

    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 99,735 shares
    Change vs previous 13F -23,189 shares

    1.78% of the 13F portfolio, value $2,666,914.

    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 122,924 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $3,638,551.

    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).