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Upper Left Wealth Management, LLC: SCHH position timeline

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

Upper Left Wealth Management, LLC held 288,256 SCHH 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 288,256 shares
    Change vs previous 13F +9,676 shares

    3.78% of the 13F portfolio, value $6,825,903.

    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 278,580 shares
    Change vs previous 13F +20,524 shares

    3.53% of the 13F portfolio, value $5,986,685.

    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 258,056 shares
    Change vs previous 13F +33,999 shares

    3.29% of the 13F portfolio, value $5,390,790.

    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 224,057 shares
    Change vs previous 13F +6,299 shares

    3.03% of the 13F portfolio, value $4,832,910.

    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 217,758 shares
    Change vs previous 13F -7,327 shares

    3.07% of the 13F portfolio, value $4,607,760.

    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 225,085 shares
    Change vs previous 13F +21,173 shares

    3.47% of the 13F portfolio, value $4,841,579.

    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 203,912 shares
    Change vs previous 13F +1,261 shares

    3.67% of the 13F portfolio, value $4,294,387.

    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 202,651 shares
    Change vs previous 13F not available

    4.01% of the 13F portfolio, value $4,577,887.

    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).