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Disclosery

High Note Wealth, LLC: FRDM position timeline

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

High Note Wealth, LLC held 241,141 FRDM 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 241,141 shares
    Change vs previous 13F +5,356 shares

    3% of the 13F portfolio, value $17,579,153.

    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 235,785 shares
    Change vs previous 13F +9,191 shares

    2.53% of the 13F portfolio, value $12,885,659.

    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 226,594 shares
    Change vs previous 13F +14,976 shares

    2.27% of the 13F portfolio, value $11,617,483.

    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 211,618 shares
    Change vs previous 13F +32,952 shares

    1.88% of the 13F portfolio, value $9,376,794.

    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 178,666 shares
    Change vs previous 13F +116,319 shares

    1.65% of the 13F portfolio, value $7,218,106.

    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 62,347 shares
    Change vs previous 13F +38,772 shares

    0.54% of the 13F portfolio, value $2,185,406.

    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 23,575 shares
    Change vs previous 13F +17,325 shares

    0.2% of the 13F portfolio, value $770,431.

    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 6,250 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $223,625.

    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).