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Upper Left Wealth Management, LLC: RWX position timeline

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

Upper Left Wealth Management, LLC held 45,514 RWX 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 45,514 shares
    Change vs previous 13F +7,309 shares

    0.68% of the 13F portfolio, value $1,229,334.

    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 38,205 shares
    Change vs previous 13F -1,459 shares

    0.6% of the 13F portfolio, value $1,017,018.

    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 39,664 shares
    Change vs previous 13F +2,175 shares

    0.68% of the 13F portfolio, value $1,110,592.

    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 37,489 shares
    Change vs previous 13F -894 shares

    0.65% of the 13F portfolio, value $1,042,570.

    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 38,383 shares
    Change vs previous 13F +9,214 shares

    0.7% of the 13F portfolio, value $1,051,695.

    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 29,169 shares
    Change vs previous 13F -18,941 shares

    0.51% of the 13F portfolio, value $714,058.

    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 48,110 shares
    Change vs previous 13F -692 shares

    0.95% of the 13F portfolio, value $1,108,455.

    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 48,802 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,325,463.

    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).