Upper Left Wealth Management, LLC SEC EDGAR Filings (CIK 0001911228)

SEC EDGAR filings, ownership reports, and insider transactions for Upper Left Wealth Management, LLC.

Business address
3608 W Clark Cir, Tampa, FL, 33629
Top securities (13F)
IAU, SPYM, BNDX, GLDM, BCI, BWX, IBIT, DBMF, SCHH, MCHI, SCHF, VNQI, SCHE, BIL, SCHA, SCHC, EMLC, SCHR, SCHP, and VEU
State of incorporation
IL
Fiscal year end
31 December
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Upper Left Wealth Management, LLC has filed 17 SEC EDGAR filings since 15 Feb 2022

Latest Filings

Recent SEC filings for Upper Left Wealth Management, LLC including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jan 2026 31 Dec 2025 028-22226
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Oct 2025 30 Sep 2025 028-22226
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Jul 2025 30 Jun 2025 028-22226
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Apr 2025 31 Mar 2025 028-22226
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jan 2025 31 Dec 2024 028-22226
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2024 30 Sep 2024 028-22226
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jul 2024 30 Jun 2024 028-22226
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Apr 2024 31 Mar 2024 028-22226
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jan 2024 31 Dec 2023 028-22226
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2023 30 Sep 2023 028-22226
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jul 2023 30 Jun 2023 028-22226
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Apr 2023 31 Mar 2023 028-22226
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jan 2023 31 Dec 2022 028-22226
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2022 30 Sep 2022 028-22226
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Jul 2022 30 Jun 2022 028-22226
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Apr 2022 31 Mar 2022 028-22226
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Feb 2022 31 Dec 2021 028-22226

About this filer

Upper Left Wealth Management, LLC files with the SEC under CIK 0001911228. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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