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Upper Left Wealth Management, LLC: GBTC position timeline

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

Upper Left Wealth Management, LLC held 19,261 GBTC 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 19,261 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $876,761.

    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 19,261 shares
    Change vs previous 13F -1,696 shares

    0.6% of the 13F portfolio, value $1,016,211.

    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 20,957 shares
    Change vs previous 13F +26 shares

    0.87% of the 13F portfolio, value $1,432,621.

    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 20,931 shares
    Change vs previous 13F -90 shares

    1.18% of the 13F portfolio, value $1,878,976.

    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 21,021 shares
    Change vs previous 13F +845 shares

    1.19% of the 13F portfolio, value $1,783,212.

    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 20,176 shares
    Change vs previous 13F +162 shares

    0.94% of the 13F portfolio, value $1,314,870.

    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 20,014 shares
    Change vs previous 13F +1,009 shares

    1.27% of the 13F portfolio, value $1,481,437.

    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 19,005 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $888,484.

    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).