Skip to content
Disclosery

High Note Wealth, LLC: IVV position timeline

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

High Note Wealth, LLC held 84,099 IVV 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 84,099 shares
    Change vs previous 13F +1,494 shares

    10.74% of the 13F portfolio, value $62,981,115.

    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 82,605 shares
    Change vs previous 13F +937 shares

    10.6% of the 13F portfolio, value $53,958,163.

    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 81,668 shares
    Change vs previous 13F +1,822 shares

    10.95% of the 13F portfolio, value $55,937,639.

    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 79,846 shares
    Change vs previous 13F +7,660 shares

    10.73% of the 13F portfolio, value $53,440,967.

    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 72,186 shares
    Change vs previous 13F +1,925 shares

    10.26% of the 13F portfolio, value $44,820,483.

    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 70,261 shares
    Change vs previous 13F +3,596 shares

    9.78% of the 13F portfolio, value $39,479,399.

    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 66,665 shares
    Change vs previous 13F +11,031 shares

    10.22% of the 13F portfolio, value $39,244,225.

    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 55,634 shares
    Change vs previous 13F not available

    9.18% of the 13F portfolio, value $32,090,741.

    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).