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Disclosery

Upper Left Wealth Management, LLC: SCHE position timeline

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

Upper Left Wealth Management, LLC held 132,708 SCHE 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 132,708 shares
    Change vs previous 13F -2,388 shares

    2.67% of the 13F portfolio, value $4,811,993.

    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 135,096 shares
    Change vs previous 13F -12,650 shares

    2.63% of the 13F portfolio, value $4,451,414.

    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 147,746 shares
    Change vs previous 13F -762 shares

    2.95% of the 13F portfolio, value $4,838,682.

    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 148,508 shares
    Change vs previous 13F -7,932 shares

    3.11% of the 13F portfolio, value $4,955,712.

    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 156,440 shares
    Change vs previous 13F +4,843 shares

    3.15% of the 13F portfolio, value $4,715,102.

    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 151,597 shares
    Change vs previous 13F -51,453 shares

    3% of the 13F portfolio, value $4,179,530.

    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 203,050 shares
    Change vs previous 13F -1,310 shares

    4.62% of the 13F portfolio, value $5,407,222.

    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 204,360 shares
    Change vs previous 13F not available

    4.87% of the 13F portfolio, value $5,558,592.

    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).