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Upper Left Wealth Management, LLC: GWX position timeline

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

Upper Left Wealth Management, LLC held 35,229 GWX 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 35,229 shares
    Change vs previous 13F +5,126 shares

    0.85% of the 13F portfolio, value $1,541,622.

    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 30,103 shares
    Change vs previous 13F -2,387 shares

    0.75% of the 13F portfolio, value $1,271,250.

    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 32,490 shares
    Change vs previous 13F +2,228 shares

    0.81% of the 13F portfolio, value $1,327,542.

    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 30,262 shares
    Change vs previous 13F -716 shares

    0.76% of the 13F portfolio, value $1,215,928.

    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 30,978 shares
    Change vs previous 13F -2,455 shares

    0.77% of the 13F portfolio, value $1,151,763.

    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 33,433 shares
    Change vs previous 13F -593 shares

    0.77% of the 13F portfolio, value $1,068,519.

    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 34,026 shares
    Change vs previous 13F -57 shares

    0.9% of the 13F portfolio, value $1,054,296.

    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 34,083 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,134,624.

    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).