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Upper Left Wealth Management, LLC

SEC CIK
0001911228
Latest filing
Jul 14, 2026

SRBK holding history

SR Bancorp, Inc. 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.

SRBK overviewAll 13F holders of SRBKFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2023
Holdings of SRBK by Upper Left Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−25,000−100.0%Sold outHolders
Q3 202325,000$216.6K0.2%+25,000NewHolders