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Disclosery

High Note Wealth, LLC: IEF position timeline

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

High Note Wealth, LLC held 101,586 IEF 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 101,586 shares
    Change vs previous 13F -1,440 shares

    1.64% of the 13F portfolio, value $9,606,999.

    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 103,026 shares
    Change vs previous 13F -997 shares

    1.93% of the 13F portfolio, value $9,832,808.

    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 104,023 shares
    Change vs previous 13F -407 shares

    1.96% of the 13F portfolio, value $10,002,855.

    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 104,430 shares
    Change vs previous 13F -1,928 shares

    2.02% of the 13F portfolio, value $10,073,321.

    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 106,358 shares
    Change vs previous 13F -421 shares

    2.33% of the 13F portfolio, value $10,185,909.

    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).

  6. period ended2025-03-31
    13F 106,779 shares
    Change vs previous 13F +52,717 shares

    2.52% of the 13F portfolio, value $10,183,516.

    13F-HR 0001807283-25-000003 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).

  7. period ended2024-12-31
    13F 54,062 shares
    Change vs previous 13F +49,595 shares

    1.3% of the 13F portfolio, value $4,998,035.

    13F-HR 0001807283-25-000002 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).

  8. period ended2024-09-30
    13F 4,467 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $438,305.

    13F-HR 0001807283-24-000006 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).