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Disclosery

High Note Wealth, LLC: BIL position timeline

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

High Note Wealth, LLC held 268,466 BIL 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 268,466 shares
    Change vs previous 13F +58,372 shares

    4.2% of the 13F portfolio, value $24,602,230.

    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 210,094 shares
    Change vs previous 13F +26,142 shares

    3.78% of the 13F portfolio, value $19,253,059.

    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 183,952 shares
    Change vs previous 13F +26,561 shares

    3.29% of the 13F portfolio, value $16,809,534.

    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 157,391 shares
    Change vs previous 13F +25,852 shares

    2.9% of the 13F portfolio, value $14,440,624.

    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 131,539 shares
    Change vs previous 13F +131,314 shares

    2.76% of the 13F portfolio, value $12,066,072.

    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 225 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $20,639.

    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 225 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $20,572.

    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).