Ownership history in Upper Left Wealth Management, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Upper Left Wealth Management, LLC reported a position in ISHARES BITCOIN TR (IBIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 112,108 | +111,308 | +13913.5% | 3.39% | $5.6M | $49.65 |
| 2025 Q4 | UNCHANGED | 800 | — | 0% | 0.02% | $40K | $49.65 |
| 2025 Q3 | REDUCED | 800 | -94,955 | -99.2% | 0.03% | $52K | $65.00 |
| 2025 Q3 | ADDED | 95,755 | +94,955 | +11869.4% | 3.91% | $6.2M | $65.00 |
| 2025 Q2 | REDUCED | 800 | -95,673 | -99.2% | 0.03% | $49K | $61.21 |
| 2025 Q2 | ADDED | 96,473 | +95,473 | +9547.3% | 3.94% | $5.9M | $61.21 |
| 2025 Q1 | REDUCED | 1,000 | -91,922 | -98.9% | 0.03% | $47K | $46.81 |
| 2025 Q1 | ADDED | 92,922 | +3,592 | +4.0% | 3.12% | $4.3M | $46.81 |
| 2024 Q4 | ADDED | 89,330 | +3,884 | +4.5% | 4.05% | $4.7M | $53.05 |
| 2024 Q3 | ADDED | 85,446 | +34,356 | +67.2% | 2.49% | $2.9M | $36.13 |
As of 2025 Q4 — sorted by position size