Upper Left Wealth Management, LLC
Position in BWX — State Street(R) SPDR(R) Bloomberg International Treasury Bond ETF
CIK 1911228
TAMPA, FL
All Filings in BWX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,649,646 | 306,718 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,859,287 | 312,496 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $6,011,589 | 266,826 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,501,738 | 239,206 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,317,619 | 226,378 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $4,985,326 | 228,057 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,851,244 | 133,298 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,010,496 | 128,874 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,456,787 | 161,306 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,738,766 | 168,110 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,006,159 | 86,547 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,902,997 | 89,595 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,950,484 | 86,496 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,025,866 | 87,624 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,028,703 | 90,446 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $188,469 | 9,048 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $223,771 | 9,662 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $272,482 | 10,468 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,240,669 | 150,006 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||