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Disclosery

High Note Wealth, LLC: SCHP position timeline

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

High Note Wealth, LLC held 50,046 SCHP 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 50,046 shares
    Change vs previous 13F +95 shares

    0.23% of the 13F portfolio, value $1,326,215.

    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 49,951 shares
    Change vs previous 13F -30 shares

    0.26% of the 13F portfolio, value $1,329,192.

    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 49,981 shares
    Change vs previous 13F -240 shares

    0.26% of the 13F portfolio, value $1,323,992.

    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 50,221 shares
    Change vs previous 13F -4,505 shares

    0.27% of the 13F portfolio, value $1,353,451.

    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 54,726 shares
    Change vs previous 13F -17,019 shares

    0.33% of the 13F portfolio, value $1,460,085.

    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 71,745 shares
    Change vs previous 13F -51,070 shares

    0.48% of the 13F portfolio, value $1,929,218.

    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 122,815 shares
    Change vs previous 13F +40,806 shares

    0.83% of the 13F portfolio, value $3,172,307.

    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 82,009 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $4,398,132.

    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).