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Disclosery

High Note Wealth, LLC: BRK-B position timeline

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

High Note Wealth, LLC held 17,758 BRK-B 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 17,758 shares
    Change vs previous 13F +160 shares

    1.52% of the 13F portfolio, value $8,885,926.

    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 17,598 shares
    Change vs previous 13F +98 shares

    1.66% of the 13F portfolio, value $8,432,962.

    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 17,500 shares
    Change vs previous 13F +18 shares

    1.72% of the 13F portfolio, value $8,796,375.

    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 17,482 shares
    Change vs previous 13F +172 shares

    1.76% of the 13F portfolio, value $8,788,901.

    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 17,310 shares
    Change vs previous 13F -5 shares

    1.92% of the 13F portfolio, value $8,408,679.

    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 17,315 shares
    Change vs previous 13F -66 shares

    2.28% of the 13F portfolio, value $9,221,623.

    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 17,381 shares
    Change vs previous 13F +130 shares

    2.05% of the 13F portfolio, value $7,878,515.

    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 17,251 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $7,940,002.

    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).