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Upper Left Wealth Management, LLC: IBIT position timeline

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

Upper Left Wealth Management, LLC held 163,550 IBIT 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 163,550 shares
    Change vs previous 13F +12,176 shares

    3.02% of the 13F portfolio, value $5,444,580.

    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 151,374 shares
    Change vs previous 13F +39,266 shares

    3.43% of the 13F portfolio, value $5,815,790.

    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 112,108 shares
    Change vs previous 13F +16,353 shares

    3.39% of the 13F portfolio, value $5,566,163.

    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 95,755 shares
    Change vs previous 13F -718 shares

    3.91% of the 13F portfolio, value $6,224,075.

    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 96,473 shares
    Change vs previous 13F +3,551 shares

    3.94% of the 13F portfolio, value $5,905,113.

    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 92,922 shares
    Change vs previous 13F +3,592 shares

    3.12% of the 13F portfolio, value $4,349,679.

    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 89,330 shares
    Change vs previous 13F +3,884 shares

    4.05% of the 13F portfolio, value $4,738,957.

    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 85,446 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $2,851,334.

    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).