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Disclosery

Upper Left Wealth Management, LLC: IWM position timeline

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

Upper Left Wealth Management, LLC held 2,290 IWM 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 2,290 shares
    Change vs previous 13F -158 shares

    0.38% of the 13F portfolio, value $688,031.

    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 2,448 shares
    Change vs previous 13F -251 shares

    0.36% of the 13F portfolio, value $607,104.

    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 2,699 shares
    Change vs previous 13F -123 shares

    0.41% of the 13F portfolio, value $664,386.

    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 2,822 shares
    Change vs previous 13F -256 shares

    0.43% of the 13F portfolio, value $682,812.

    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 3,078 shares
    Change vs previous 13F +456 shares

    0.44% of the 13F portfolio, value $664,202.

    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 2,622 shares
    Change vs previous 13F -302 shares

    0.38% of the 13F portfolio, value $523,063.

    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 2,924 shares
    Change vs previous 13F -40 shares

    0.55% of the 13F portfolio, value $646,088.

    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 2,964 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $652,318.

    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).