High Note Wealth, LLC: IBDS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of High Note Wealth, LLC on IBDS, newest first. How the timeline and the estimate are built.
High Note Wealth, LLC held 121,071 IBDS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 121,071 sharesChange vs previous 13F +60,500 shares
0.5% of the 13F portfolio, value $2,932,340.
13F-HR 0001807283-26-000006 filed by High Note Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 60,571 sharesChange vs previous 13F +43,240 shares
0.29% of the 13F portfolio, value $1,468,241.
13F-HR 0001807283-26-000004 filed by High Note Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,331 sharesChange vs previous 13F +16,155 shares
0.08% of the 13F portfolio, value $420,797.
13F-HR 0001807283-26-000001 filed by High Note Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,176 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $28,624.
13F-HR 0001807283-25-000007 filed by High Note Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).