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Upper Left Wealth Management, LLC: VXUS position timeline

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

Upper Left Wealth Management, LLC held 38,607 VXUS 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 38,607 shares
    Change vs previous 13F +2,690 shares

    1.83% of the 13F portfolio, value $3,300,513.

    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 35,917 shares
    Change vs previous 13F +2,906 shares

    1.64% of the 13F portfolio, value $2,769,560.

    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 33,011 shares
    Change vs previous 13F +2,566 shares

    1.52% of the 13F portfolio, value $2,490,350.

    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 30,445 shares
    Change vs previous 13F +610 shares

    1.4% of the 13F portfolio, value $2,236,490.

    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 29,835 shares
    Change vs previous 13F -2,035 shares

    1.38% of the 13F portfolio, value $2,061,301.

    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 31,870 shares
    Change vs previous 13F +3,396 shares

    1.42% of the 13F portfolio, value $1,979,127.

    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 28,474 shares
    Change vs previous 13F +9,103 shares

    1.43% of the 13F portfolio, value $1,677,973.

    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 19,371 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,227,541.

    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).