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Disclosery

High Note Wealth, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of High Note Wealth, LLC on AGG, newest first. How the timeline and the estimate are built.

High Note Wealth, LLC held 142,048 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,048 shares
    Change vs previous 13F +11,198 shares

    2.4% of the 13F portfolio, value $14,059,898.

    13F-HR 0001807283-26-000006 filed by High Note Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 130,850 shares
    Change vs previous 13F +7,622 shares

    2.55% of the 13F portfolio, value $12,989,523.

    13F-HR 0001807283-26-000004 filed by High Note Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 123,228 shares
    Change vs previous 13F +8,377 shares

    2.41% of the 13F portfolio, value $12,308,030.

    13F-HR 0001807283-26-000001 filed by High Note Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 114,851 shares
    Change vs previous 13F +6,056 shares

    2.31% of the 13F portfolio, value $11,513,826.

    13F-HR 0001807283-25-000007 filed by High Note Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 108,795 shares
    Change vs previous 13F -55,017 shares

    2.47% of the 13F portfolio, value $10,792,474.

    13F-HR 0001807283-25-000006 filed by High Note Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 163,812 shares
    Change vs previous 13F +80,269 shares

    4.01% of the 13F portfolio, value $16,204,290.

    13F-HR 0001807283-25-000003 filed by High Note Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 83,543 shares
    Change vs previous 13F +70,329 shares

    2.11% of the 13F portfolio, value $8,095,322.

    13F-HR 0001807283-25-000002 filed by High Note Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,214 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,338,183.

    13F-HR 0001807283-24-000006 filed by High Note Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).