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Upper Left Wealth Management, LLC: DBMF position timeline

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

Upper Left Wealth Management, LLC held 213,173 DBMF 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 213,173 shares
    Change vs previous 13F +12,999 shares

    3.62% of the 13F portfolio, value $6,525,226.

    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 200,174 shares
    Change vs previous 13F +4,231 shares

    3.56% of the 13F portfolio, value $6,035,247.

    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 195,943 shares
    Change vs previous 13F +8,344 shares

    3.35% of the 13F portfolio, value $5,498,161.

    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 187,599 shares
    Change vs previous 13F +6,543 shares

    3.22% of the 13F portfolio, value $5,123,329.

    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 181,056 shares
    Change vs previous 13F +29,174 shares

    3.11% of the 13F portfolio, value $4,658,571.

    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 151,882 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $3,836,540.

    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).