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Upper Left Wealth Management, LLC: VSS position timeline

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

Upper Left Wealth Management, LLC held 18,308 VSS 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 18,308 shares
    Change vs previous 13F +490 shares

    1.57% of the 13F portfolio, value $2,824,742.

    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 17,818 shares
    Change vs previous 13F +857 shares

    1.53% of the 13F portfolio, value $2,597,687.

    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 16,961 shares
    Change vs previous 13F +895 shares

    1.48% of the 13F portfolio, value $2,431,021.

    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 16,066 shares
    Change vs previous 13F -118 shares

    1.44% of the 13F portfolio, value $2,290,209.

    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 16,184 shares
    Change vs previous 13F -2,104 shares

    1.45% of the 13F portfolio, value $2,174,968.

    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 18,288 shares
    Change vs previous 13F +5,966 shares

    1.52% of the 13F portfolio, value $2,114,093.

    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 12,322 shares
    Change vs previous 13F +607 shares

    1.21% of the 13F portfolio, value $1,410,623.

    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 11,715 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,441,766.

    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).