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Upper Left Wealth Management, LLC: VWO position timeline

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

Upper Left Wealth Management, LLC held 66,590 VWO 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 66,590 shares
    Change vs previous 13F +4,744 shares

    2.2% of the 13F portfolio, value $3,974,758.

    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 61,846 shares
    Change vs previous 13F +1,989 shares

    1.97% of the 13F portfolio, value $3,342,777.

    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 59,857 shares
    Change vs previous 13F +3,284 shares

    1.96% of the 13F portfolio, value $3,217,913.

    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 56,573 shares
    Change vs previous 13F +865 shares

    1.92% of the 13F portfolio, value $3,065,126.

    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 55,708 shares
    Change vs previous 13F -10,598 shares

    1.84% of the 13F portfolio, value $2,755,318.

    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 66,306 shares
    Change vs previous 13F +5,421 shares

    2.15% of the 13F portfolio, value $3,001,010.

    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 60,885 shares
    Change vs previous 13F +7,357 shares

    2.29% of the 13F portfolio, value $2,681,376.

    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 53,528 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $2,393,773.

    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).