Upper Left Wealth Management, LLC: GXC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Upper Left Wealth Management, LLC on GXC, newest first. How the timeline and the estimate are built.
Upper Left Wealth Management, LLC held 3,971 GXC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 3,971 sharesChange vs previous 13F +3,971 shares
0.19% of the 13F portfolio, value $343,571.
13F-HR 0002085853-26-000723 filed by Upper Left Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -3,747 shares
13F-HR 0001667731-25-000107 filed by Upper Left Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 3,747 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $251,911.
13F-HR 0001911228-24-000004 filed by Upper Left Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).