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Disclosery

High Note Wealth, LLC: IBHG position timeline

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

High Note Wealth, LLC held 44,173 IBHG 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 44,173 shares
    Change vs previous 13F +17,857 shares

    0.17% of the 13F portfolio, value $975,340.

    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 26,316 shares
    Change vs previous 13F +15,603 shares

    0.11% of the 13F portfolio, value $582,373.

    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 10,713 shares
    Change vs previous 13F +7,162 shares

    0.05% of the 13F portfolio, value $239,114.

    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 3,551 shares
    Change vs previous 13F +801 shares

    0.02% of the 13F portfolio, value $79,862.

    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 2,750 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $61,985.

    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).