Upper-Left-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MCHI",
  null,
  "SCHH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IJR",
  null,
  null,
  "VHT",
  null,
  "IEMG",
  "IVV",
  null,
  "IYR",
  "SPY",
  null,
  null,
  null,
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "SPLG",
  "VNQ",
  "VWO",
  "VSS",
  null,
  null,
  "SGOL",
  null,
  null,
  null,
  null,
  "VEU",
  "VEA",
  "VGK",
  "VNQI",
  "VXUS",
  "BNDX",
  "VB",
  "SCHF",
  "SCHA",
  null,
  null,
  null,
  null,
  null,
  "PEGA",
  "QQQ",
  "IWM",
  null
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 61
Total Value: 139406870
Accession Number: 0001667731-25-000422
Form Type: 13F-HR
CIK: upper-left-wealth-management
Manager Name: Upper-Left-Wealth-Management

Data Enrichment

44% identified

27 identified34 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

61 positions • $139.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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PEGASYSTEMS INC

PEGA|705573103

Shares:3.0K

Value:$208.6K

% of Portfolio:0.1% ($208.6K/$139.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PEGASYSTEMS INC(PEGAcusip705573103)	3.0K	QoQ 0.00% (-0) YoY NEW(+3.0K)	All Managers (Combined)	$208.6K	0.1% ($208.6K/$139.4M)	QoQ -25.40% (-$71.0K) YoY NEW(+$208.6K)