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Upper Left Wealth Management, LLC: IYR position timeline

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

Upper Left Wealth Management, LLC held 13,899 IYR 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 13,899 shares
    Change vs previous 13F -181 shares

    0.79% of the 13F portfolio, value $1,421,173.

    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 14,080 shares
    Change vs previous 13F -174 shares

    0.79% of the 13F portfolio, value $1,331,405.

    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 14,254 shares
    Change vs previous 13F -40 shares

    0.82% of the 13F portfolio, value $1,338,309.

    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 14,294 shares
    Change vs previous 13F -10 shares

    0.87% of the 13F portfolio, value $1,387,662.

    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 14,304 shares
    Change vs previous 13F +2,725 shares

    0.9% of the 13F portfolio, value $1,355,591.

    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 11,579 shares
    Change vs previous 13F -187 shares

    0.8% of the 13F portfolio, value $1,108,690.

    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 11,766 shares
    Change vs previous 13F -327 shares

    0.94% of the 13F portfolio, value $1,094,944.

    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 12,093 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,203,617.

    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).