Upper Left Wealth Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Tampa, FL
CIK
0001911228
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 60 96,127 13F-HR 10/25/2023 000191122823000004 Upper Left Wealth Management, LLC
Q2 2023 56 89,956 13F-HR 7/25/2023 000191122823000003 Upper Left Wealth Management, LLC
Q1 2023 53 88,052 13F-HR 4/25/2023 000191122823000002 Upper Left Wealth Management, LLC
Q4 2022 53 84,600 13F-HR 1/17/2023 000191122823000001 Upper Left Wealth Management, LLC
Q3 2022 49 76,951 13F-HR 11/1/2022 000191122822000005 Upper Left Wealth Management, LLC
Q2 2022 50 86,379 13F-HR 7/8/2022 000191122822000003 Upper Left Wealth Management, LLC
Q1 2022 52 96,513 13F-HR 4/18/2022 000191122822000002 Upper Left Wealth Management, LLC
Q4 2021 50 100,180 13F-HR 2/15/2022 000191122822000001 Upper Left Wealth Management, LLC