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Upper Left Wealth Management, LLCETFConcentrated trader

CIK: 0001911228 | TAMPA, FL

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR68$192.7M2026-10-14SEC ↗
Q2 2026
13F-HR73$180.5M2026-07-14SEC ↗
Q1 2026
13F-HR68$169.4M2026-04-16SEC ↗
Q4 2025
13F-HR67$164.1M2026-01-22SEC ↗
Q3 2025
13F-HR65$159.3M2025-10-22SEC ↗
Q2 2025
13F-HR65$149.9M2025-07-07SEC ↗
Q1 2025
13F-HR62$139.5M2025-04-14SEC ↗
Q4 2024
13F-HR57$116.9M2025-01-23SEC ↗
Q3 2024
13F-HR59$114.4M2024-11-13SEC ↗
Q2 2024
13F-HR61$110.7M2024-07-25SEC ↗
Q1 2024
13F-HR57$107.9M2024-04-23SEC ↗
Q4 2023
13F-HR61$102.1M2024-01-23SEC ↗
Q3 2023
13F-HR60$96.1M2023-10-25SEC ↗
Q2 2023
13F-HR56$90.0M2023-07-25SEC ↗
Q1 2023
13F-HR53$88.1M2023-04-25SEC ↗
Q4 2022
13F-HR53$84.6M2023-01-17SEC ↗
Q3 2022
13F-HR49$77.0K2022-11-01SEC ↗
Q2 2022
13F-HR50$86.4K2022-07-08SEC ↗
Q1 2022
13F-HR52$96.5K2022-04-18SEC ↗
Q4 2021
13F-HR50$100.2K2022-02-15SEC ↗