Skip to content
Disclosery

Upper Left Wealth Management, LLC: EZU position timeline

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

Upper Left Wealth Management, LLC held 12,684 EZU 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 12,684 shares
    Change vs previous 13F +1,734 shares

    0.49% of the 13F portfolio, value $881,538.

    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 10,950 shares
    Change vs previous 13F +1,444 shares

    0.4% of the 13F portfolio, value $685,908.

    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 9,506 shares
    Change vs previous 13F -98 shares

    0.37% of the 13F portfolio, value $609,335.

    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 9,604 shares
    Change vs previous 13F -104 shares

    0.37% of the 13F portfolio, value $594,872.

    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 9,708 shares
    Change vs previous 13F +748 shares

    0.39% of the 13F portfolio, value $577,141.

    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 8,960 shares
    Change vs previous 13F -1,641 shares

    0.34% of the 13F portfolio, value $477,120.

    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 10,601 shares
    Change vs previous 13F +2,694 shares

    0.43% of the 13F portfolio, value $500,368.

    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 7,907 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $406,183.

    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).