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Upper Left Wealth Management, LLC: SCHR position timeline

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

Upper Left Wealth Management, LLC held 190,807 SCHR 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 190,807 shares
    Change vs previous 13F +14,925 shares

    2.61% of the 13F portfolio, value $4,705,301.

    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 175,882 shares
    Change vs previous 13F +9,115 shares

    2.59% of the 13F portfolio, value $4,381,221.

    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 166,767 shares
    Change vs previous 13F +14,867 shares

    2.55% of the 13F portfolio, value $4,182,517.

    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 151,900 shares
    Change vs previous 13F +4,164 shares

    2.4% of the 13F portfolio, value $3,817,247.

    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 147,736 shares
    Change vs previous 13F +392 shares

    2.47% of the 13F portfolio, value $3,697,833.

    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 147,344 shares
    Change vs previous 13F +39,967 shares

    2.63% of the 13F portfolio, value $3,662,972.

    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 107,377 shares
    Change vs previous 13F +55,280 shares

    2.23% of the 13F portfolio, value $2,608,188.

    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 52,097 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $2,615,270.

    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).