Skip to content
Disclosery

Upper Left Wealth Management, LLC: SPYM position timeline

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

Upper Left Wealth Management, LLC held 121,120 SPYM 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 121,120 shares
    Change vs previous 13F +573 shares

    5.9% of the 13F portfolio, value $10,644,026.

    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 120,547 shares
    Change vs previous 13F +104 shares

    5.45% of the 13F portfolio, value $9,226,668.

    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 120,443 shares
    Change vs previous 13F +8,364 shares

    5.89% of the 13F portfolio, value $9,661,938.

    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 112,079 shares
    Change vs previous 13F +5,251 shares

    5.51% of the 13F portfolio, value $8,780,269.

    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 106,828 shares
    Change vs previous 13F +12,435 shares

    5.18% of the 13F portfolio, value $7,765,328.

    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 94,393 shares
    Change vs previous 13F +18,260 shares

    4.45% of the 13F portfolio, value $6,207,284.

    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 76,133 shares
    Change vs previous 13F +4,334 shares

    4.49% of the 13F portfolio, value $5,248,610.

    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 71,799 shares
    Change vs previous 13F not available

    4.17% of the 13F portfolio, value $4,758,838.

    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).