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Upper Left Wealth Management, LLC: SCHF position timeline

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

Upper Left Wealth Management, LLC held 225,409 SCHF 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 225,409 shares
    Change vs previous 13F +13,338 shares

    3.46% of the 13F portfolio, value $6,243,830.

    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 212,071 shares
    Change vs previous 13F -2,900 shares

    3.1% of the 13F portfolio, value $5,248,758.

    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 214,971 shares
    Change vs previous 13F +6,868 shares

    3.15% of the 13F portfolio, value $5,167,903.

    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 208,103 shares
    Change vs previous 13F -1,194 shares

    3.04% of the 13F portfolio, value $4,844,638.

    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 209,297 shares
    Change vs previous 13F -1,803 shares

    3.09% of the 13F portfolio, value $4,625,464.

    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 211,100 shares
    Change vs previous 13F -2,494 shares

    3% of the 13F portfolio, value $4,175,558.

    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 213,594 shares
    Change vs previous 13F +109,335 shares

    3.38% of the 13F portfolio, value $3,951,489.

    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 104,259 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $4,250,640.

    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).