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Disclosery

Upper Left Wealth Management, LLC: WIP position timeline

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

Upper Left Wealth Management, LLC held 0 WIP shares at 2025-03-31 per its 13F-HR filed 2025-04-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -36,040 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 36,040 shares
    Change vs previous 13F -5,124 shares

    1.12% of the 13F portfolio, value $1,303,928.

    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).

  3. period ended2024-09-30
    13F 41,164 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $1,635,858.

    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).