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Upper Left Wealth Management, LLC: IGOV position timeline

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

Upper Left Wealth Management, LLC held 32,734 IGOV 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 32,734 shares
    Change vs previous 13F +14,006 shares

    0.74% of the 13F portfolio, value $1,343,077.

    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 18,728 shares
    Change vs previous 13F +2,216 shares

    0.45% of the 13F portfolio, value $768,972.

    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 16,512 shares
    Change vs previous 13F +2,390 shares

    0.42% of the 13F portfolio, value $687,890.

    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 14,122 shares
    Change vs previous 13F -94 shares

    0.38% of the 13F portfolio, value $601,598.

    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 14,216 shares
    Change vs previous 13F -1,926 shares

    0.41% of the 13F portfolio, value $612,710.

    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 16,142 shares
    Change vs previous 13F +2,282 shares

    0.46% of the 13F portfolio, value $636,318.

    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 13,860 shares
    Change vs previous 13F -339 shares

    0.46% of the 13F portfolio, value $532,502.

    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 14,199 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $583,011.

    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).