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Disclosery

High Note Wealth, LLC: TLT position timeline

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

High Note Wealth, LLC held 143,446 TLT 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 143,446 shares
    Change vs previous 13F +13,697 shares

    2.11% of the 13F portfolio, value $12,396,618.

    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 129,749 shares
    Change vs previous 13F +8,797 shares

    2.21% of the 13F portfolio, value $11,247,907.

    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 120,952 shares
    Change vs previous 13F +9,662 shares

    2.06% of the 13F portfolio, value $10,542,199.

    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 111,290 shares
    Change vs previous 13F +5,157 shares

    2% of the 13F portfolio, value $9,946,005.

    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 106,133 shares
    Change vs previous 13F -71,217 shares

    2.14% of the 13F portfolio, value $9,366,251.

    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 177,350 shares
    Change vs previous 13F +88,210 shares

    4% of the 13F portfolio, value $16,144,181.

    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 89,140 shares
    Change vs previous 13F +75,149 shares

    2.03% of the 13F portfolio, value $7,784,603.

    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 13,991 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,372,520.

    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).