Upper Left Wealth Management, LLC: IEFA position timeline

Upper Left Wealth Management, LLC held 2,770 IEFA 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 2,770 shares

   Change vs previous 13F -303 shares

   0.15% of the 13F portfolio, value $267,527.

   13F-HR 0002085853-26-000723 filed by Upper Left Wealth Management, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,073 shares

   Change vs previous 13F -201 shares

   0.16% of the 13F portfolio, value $278,199.

   13F-HR 0002085853-26-000397 filed by Upper Left Wealth Management, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,274 shares

   Change vs previous 13F 0 shares

   0.18% of the 13F portfolio, value $292,893.

   13F-HR 0002085853-26-000065 filed by Upper Left Wealth Management, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,274 shares

   Change vs previous 13F -130 shares

   0.18% of the 13F portfolio, value $285,853.

   13F-HR 0002085853-25-000128 filed by Upper Left Wealth Management, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,404 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $284,166.

   13F-HR 0001667731-25-000740 filed by Upper Left Wealth Management, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).