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Upper Left Wealth Management, LLC

SEC CIK
0001911228
Latest filing
Jul 14, 2026

GBTC holding history

Grayscale Bitcoin 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.

GBTC overviewAll 13F holders of GBTCFull Q2 2026 holdings

Shares (Q2 2026)
19,261
Value
$876.8K
% of portfolio
0.5%
Quarters held
10
Since Q1 2024
Holdings of GBTC by Upper Left Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,261$876.8K0.5%00.0%UnchangedHolders
Q1 202619,261$1.02M0.6%−1,696−8.1%ReducedHolders
Q4 202520,957$1.43M0.9%+26+0.1%AddedHolders
Q3 202520,931$1.88M1.2%−90−0.4%ReducedHolders
Q2 202521,021$1.78M1.2%+845+4.2%AddedHolders
Q1 202520,176$1.31M0.9%+162+0.8%AddedHolders
Q4 202420,014$1.48M1.3%+1,009+5.3%AddedHolders
Q3 202419,005$888.5K0.8%−243−1.3%ReducedHolders
Q2 202419,248$1.02M0.9%+2,524+15.1%AddedHolders
Q1 202416,724$1.06M1.0%+16,724NewHolders