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Upper Left Wealth Management, LLC: IEMG position timeline

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

Upper Left Wealth Management, LLC held 18,955 IEMG 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 18,955 shares
    Change vs previous 13F +2,509 shares

    0.87% of the 13F portfolio, value $1,570,233.

    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 16,446 shares
    Change vs previous 13F +1,476 shares

    0.68% of the 13F portfolio, value $1,147,109.

    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 14,970 shares
    Change vs previous 13F -635 shares

    0.61% of the 13F portfolio, value $1,006,284.

    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 15,605 shares
    Change vs previous 13F -579 shares

    0.65% of the 13F portfolio, value $1,028,682.

    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 16,184 shares
    Change vs previous 13F +2,207 shares

    0.65% of the 13F portfolio, value $971,526.

    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 13,977 shares
    Change vs previous 13F -4,009 shares

    0.54% of the 13F portfolio, value $754,339.

    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 17,986 shares
    Change vs previous 13F +1,656 shares

    0.8% of the 13F portfolio, value $939,229.

    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 16,330 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $889,332.

    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).