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Disclosery

High Note Wealth, LLC: IBHF position timeline

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

High Note Wealth, LLC held 193,824 IBHF 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 193,824 shares
    Change vs previous 13F +7,393 shares

    0.75% of the 13F portfolio, value $4,390,125.

    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 186,431 shares
    Change vs previous 13F +5,527 shares

    0.84% of the 13F portfolio, value $4,278,594.

    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 180,904 shares
    Change vs previous 13F +5,976 shares

    0.82% of the 13F portfolio, value $4,175,260.

    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 174,928 shares
    Change vs previous 13F +24,761 shares

    0.82% of the 13F portfolio, value $4,091,566.

    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 150,167 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $3,488,379.

    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).