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Upper Left Wealth Management, LLC: FXI position timeline

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

Upper Left Wealth Management, LLC held 17,134 FXI 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 17,134 shares
    Change vs previous 13F +8,306 shares

    0.3% of the 13F portfolio, value $541,264.

    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 8,828 shares
    Change vs previous 13F +776 shares

    0.19% of the 13F portfolio, value $316,926.

    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 8,052 shares
    Change vs previous 13F +1,822 shares

    0.19% of the 13F portfolio, value $308,312.

    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 6,230 shares
    Change vs previous 13F -777 shares

    0.16% of the 13F portfolio, value $256,303.

    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 7,007 shares
    Change vs previous 13F -493 shares

    0.17% of the 13F portfolio, value $257,578.

    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 7,500 shares
    Change vs previous 13F -799 shares

    0.19% of the 13F portfolio, value $268,800.

    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 8,299 shares
    Change vs previous 13F -3,464 shares

    0.22% of the 13F portfolio, value $252,622.

    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 11,763 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $311,249.

    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).