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Upper Left Wealth Management, LLC: MCHI position timeline

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

Upper Left Wealth Management, LLC held 92,023 MCHI 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 92,023 shares
    Change vs previous 13F -1,899 shares

    2.6% of the 13F portfolio, value $4,695,475.

    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 93,922 shares
    Change vs previous 13F +5,262 shares

    3.12% of the 13F portfolio, value $5,276,538.

    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 88,660 shares
    Change vs previous 13F +966 shares

    3.25% of the 13F portfolio, value $5,325,807.

    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 87,694 shares
    Change vs previous 13F -2,546 shares

    3.63% of the 13F portfolio, value $5,774,650.

    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 90,240 shares
    Change vs previous 13F -833 shares

    3.32% of the 13F portfolio, value $4,972,224.

    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 91,073 shares
    Change vs previous 13F +7,829 shares

    3.55% of the 13F portfolio, value $4,954,372.

    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 83,244 shares
    Change vs previous 13F -2,269 shares

    3.34% of the 13F portfolio, value $3,900,814.

    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 85,513 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $3,577,009.

    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).