Upper Left Wealth Management, LLC: VOO position timeline

Upper Left Wealth Management, LLC held 1,172 VOO 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 1,172 shares

   Change vs previous 13F 0 shares

   0.45% of the 13F portfolio, value $804,942.

   13F-HR 0002085853-26-000723 filed by Upper Left Wealth Management, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,172 shares

   Change vs previous 13F -20 shares

   0.41% of the 13F portfolio, value $700,329.

   13F-HR 0002085853-26-000397 filed by Upper Left Wealth Management, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,192 shares

   Change vs previous 13F +4 shares

   0.46% of the 13F portfolio, value $747,539.

   13F-HR 0002085853-26-000065 filed by Upper Left Wealth Management, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,188 shares

   Change vs previous 13F -10 shares

   0.46% of the 13F portfolio, value $727,508.

   13F-HR 0002085853-25-000128 filed by Upper Left Wealth Management, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,198 shares

   Change vs previous 13F not available

   0.45% of the 13F portfolio, value $680,500.

   13F-HR 0001667731-25-000740 filed by Upper Left Wealth Management, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).