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Upper Left Wealth Management, LLC: SCHA position timeline

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

Upper Left Wealth Management, LLC held 161,455 SCHA 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 161,455 shares
    Change vs previous 13F -1,158 shares

    3.23% of the 13F portfolio, value $5,833,370.

    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 162,613 shares
    Change vs previous 13F -2,468 shares

    2.79% of the 13F portfolio, value $4,728,787.

    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 165,081 shares
    Change vs previous 13F +2,264 shares

    2.87% of the 13F portfolio, value $4,701,507.

    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 162,817 shares
    Change vs previous 13F -14,974 shares

    2.85% of the 13F portfolio, value $4,542,595.

    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 177,791 shares
    Change vs previous 13F -6,878 shares

    3% of the 13F portfolio, value $4,498,113.

    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 184,669 shares
    Change vs previous 13F -5,035 shares

    3.1% of the 13F portfolio, value $4,326,795.

    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 189,704 shares
    Change vs previous 13F +95,693 shares

    4.2% of the 13F portfolio, value $4,905,746.

    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 94,011 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $4,805,843.

    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).