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Disclosery

High Note Wealth, LLC: IBDT position timeline

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

High Note Wealth, LLC held 113,937 IBDT 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 113,937 shares
    Change vs previous 13F +57,985 shares

    0.49% of the 13F portfolio, value $2,876,909.

    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 55,952 shares
    Change vs previous 13F +41,291 shares

    0.28% of the 13F portfolio, value $1,417,264.

    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 14,661 shares
    Change vs previous 13F +13,568 shares

    0.07% of the 13F portfolio, value $373,196.

    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 1,093 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $27,893.

    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).