Upper Left Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$114M
Signature - Title
Randy D Kurtz - CCO
Location
Tampa, FL
Summary
This page shows a list of all the recent 13F filings made by Upper Left Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Upper Left Wealth Management, LLC reported 58 stock holdings with total value $114M as of Q3 2024. Top holdings included IAU, SCHE, BCI, VNQI, and SCHA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 58 $114M +$10.9M -$12M -$1.11M IAU, SCHE, BCI, VNQI, SCHA 13F-HR 11/13/2024, 01:42 PM
Q2 2024 60 $110M +$3.94M -$1.34M +$2.61M IAU, SCHE, BCI, SPLG, WIP 13F-HR 7/25/2024, 10:23 AM
Q1 2024 57 $108M +$15M -$11.4M +$3.66M IAU, SCHE, BCI, VEU, WIP 13F-HR 4/23/2024, 08:54 AM
Q4 2023 61 $102M +$7.08M -$8.27M -$1.19M IAU, SCHE, SCHR, VEU, WIP 13F-HR 1/23/2024, 04:41 PM
Q3 2023 60 $96.1M +$16.7M -$6.86M +$9.79M IAU, SCHR, SCHE, BCI, SCHA 13F-HR 10/25/2023, 04:48 PM
Q2 2023 56 $90M +$4.01M -$2.36M +$1.65M IAU, SCHE, WIP, SCHF, VEU 13F-HR 7/25/2023, 12:14 PM
Q1 2023 53 $88.1M +$3.59M -$4.24M -$648K IAU, PDBC, SCHE, WIP, SCHF 13F-HR 4/25/2023, 04:38 PM
Q4 2022 53 $84.6M +$9.94M -$8.19M +$1.75M IAU, SCHE, WIP, PDBC, SCHF 13F-HR 1/17/2023, 11:58 AM
Q3 2022 49 $71.4M +$6.98M -$9.28M -$2.3M IAU, PDBC, SCHE, FXE, SCHP 13F-HR 11/1/2022, 04:15 PM
Q2 2022 50 $81.3M +$12.2M -$12M +$182K IAU, PDBC, SCHP, SCHE, WIP 13F-HR 7/8/2022, 12:33 PM
Q1 2022 52 $88.3M +$16.8M -$23.1M -$6.31M PDBC, SCHP, SCHE, WIP, VNQI 13F-HR 4/18/2022, 03:54 PM
Q4 2021 50 $100M $0 $0 IAU, SCHP, SCHE, PDBC, SCHF 13F-HR 2/15/2022, 01:11 PM