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Disclosery

High Note Wealth, LLC: SCHM position timeline

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

High Note Wealth, LLC held 916,640 SCHM 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 916,640 shares
    Change vs previous 13F +12,732 shares

    5.77% of the 13F portfolio, value $33,796,502.

    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 903,908 shares
    Change vs previous 13F +5,661 shares

    5.5% of the 13F portfolio, value $27,984,984.

    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 898,247 shares
    Change vs previous 13F +24,013 shares

    5.29% of the 13F portfolio, value $27,010,295.

    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 874,234 shares
    Change vs previous 13F +25,147 shares

    5.2% of the 13F portfolio, value $25,912,308.

    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 849,087 shares
    Change vs previous 13F +1,791 shares

    5.45% of the 13F portfolio, value $23,816,900.

    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 847,296 shares
    Change vs previous 13F +23,604 shares

    5.5% of the 13F portfolio, value $22,199,167.

    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 823,692 shares
    Change vs previous 13F +558,194 shares

    5.94% of the 13F portfolio, value $22,824,497.

    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 265,498 shares
    Change vs previous 13F not available

    6.31% of the 13F portfolio, value $22,060,198.

    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).