Upper Left Wealth Management, LLC
- SEC CIK
- 0001911228
- Latest filing
- Jul 14, 2026
BTC holding history
Grayscale Bitcoin Mini Trust ETF in every 13F filed by Upper Left Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BTC overviewAll 13F holders of BTCFull Q2 2026 holdings
- Shares (Q2 2026)
- 43,315
- Value
- $1.12M
- % of portfolio
- 0.6%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 43,315 | $1.12M | 0.6% | +13,218+43.9% | Added | Holders |
| Q1 2026 | 30,097 | $902.6K | 0.5% | +6,810+29.2% | Added | Holders |
| Q4 2025 | 23,287 | $901.9K | 0.5% | +2,903+14.2% | Added | Holders |
| Q3 2025 | 20,384 | $1.03M | 0.6% | +860+4.4% | Added | Holders |
| Q2 2025 | 19,524 | $932.3K | 0.6% | +951+5.1% | Added | Holders |
| Q1 2025 | 18,573 | $677.7K | 0.5% | +18,573 | New | Holders |