Upper Left Wealth Management, LLC
Position in BTC — Grayscale Bitcoin Mini Trust ETF
CIK 1911228
TAMPA, FL
Position in BTC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,124,024
+$221,415 QoQ
Shares Held
43,315
+43.9% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
3.35%
of 13F equity value
Holder Rank
#90
of 464 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTC Over Time
Shares Held
Position Value (USD)
All Filings in BTC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,124,024 | 43,315 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $902,609 | 30,097 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $901,905 | 23,287 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,032,041 | 20,384 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $932,271 | 19,524 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $677,728 | 18,573 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||