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Disclosery

High Note Wealth, LLC: MSFT position timeline

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

High Note Wealth, LLC held 22,176 MSFT 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 22,176 shares
    Change vs previous 13F -143 shares

    1.41% of the 13F portfolio, value $8,272,233.

    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 22,319 shares
    Change vs previous 13F +240 shares

    1.62% of the 13F portfolio, value $8,261,906.

    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 22,079 shares
    Change vs previous 13F +63 shares

    2.09% of the 13F portfolio, value $10,677,883.

    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 22,016 shares
    Change vs previous 13F +166 shares

    2.29% of the 13F portfolio, value $11,403,164.

    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 21,850 shares
    Change vs previous 13F +540 shares

    2.49% of the 13F portfolio, value $10,868,334.

    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 21,310 shares
    Change vs previous 13F -496 shares

    1.98% of the 13F portfolio, value $7,999,463.

    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 21,806 shares
    Change vs previous 13F +29 shares

    2.39% of the 13F portfolio, value $9,191,065.

    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 21,777 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $9,370,430.

    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).