Skip to content
Disclosery

Upper Left Wealth Management, LLC: SCHP position timeline

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

Upper Left Wealth Management, LLC held 170,701 SCHP 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 170,701 shares
    Change vs previous 13F +5,848 shares

    2.51% of the 13F portfolio, value $4,523,577.

    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 164,853 shares
    Change vs previous 13F +7,530 shares

    2.59% of the 13F portfolio, value $4,386,739.

    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 157,323 shares
    Change vs previous 13F +12,008 shares

    2.54% of the 13F portfolio, value $4,167,487.

    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 145,315 shares
    Change vs previous 13F +3,840 shares

    2.46% of the 13F portfolio, value $3,916,240.

    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 141,475 shares
    Change vs previous 13F +49 shares

    2.52% of the 13F portfolio, value $3,774,553.

    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 141,426 shares
    Change vs previous 13F +40,984 shares

    2.73% of the 13F portfolio, value $3,802,946.

    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 100,442 shares
    Change vs previous 13F +51,616 shares

    2.22% of the 13F portfolio, value $2,594,417.

    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 48,826 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $2,584,361.

    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).