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Upper Left Wealth Management, LLC: SCHC position timeline

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

Upper Left Wealth Management, LLC held 97,490 SCHC 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 97,490 shares
    Change vs previous 13F +2,039 shares

    2.6% of the 13F portfolio, value $4,691,219.

    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 95,451 shares
    Change vs previous 13F -2,901 shares

    2.63% of the 13F portfolio, value $4,461,380.

    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 98,352 shares
    Change vs previous 13F -1,859 shares

    2.73% of the 13F portfolio, value $4,477,967.

    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 100,211 shares
    Change vs previous 13F -6,453 shares

    2.86% of the 13F portfolio, value $4,560,603.

    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 106,664 shares
    Change vs previous 13F +8,802 shares

    3.03% of the 13F portfolio, value $4,542,820.

    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 97,862 shares
    Change vs previous 13F -1,587 shares

    2.52% of the 13F portfolio, value $3,511,289.

    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 99,449 shares
    Change vs previous 13F -7 shares

    2.92% of the 13F portfolio, value $3,414,085.

    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 99,456 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $3,750,486.

    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).