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Disclosery

High Note Wealth, LLC: IBTG position timeline

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

High Note Wealth, LLC held 49,207 IBTG 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 49,207 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,126,348.

    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 49,207 shares
    Change vs previous 13F +2,836 shares

    0.22% of the 13F portfolio, value $1,127,578.

    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 46,371 shares
    Change vs previous 13F +9,535 shares

    0.21% of the 13F portfolio, value $1,060,737.

    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 36,836 shares
    Change vs previous 13F +12,502 shares

    0.17% of the 13F portfolio, value $845,386.

    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 24,334 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $557,979.

    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).