Loading…
CIK 0001911228 • 7 13F filings • Apr 14, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("upper-left-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002085853-25-000128 |
| $159.3M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000723 | $180.5M | View |
| Jul 7, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000740 | $149.9M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000397 | $169.4M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000422 | $139.5M | View |