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Disclosery

High Note Wealth, LLC: UNH position timeline

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

High Note Wealth, LLC held 3,898 UNH 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 3,898 shares
    Change vs previous 13F -1,326 shares

    0.28% of the 13F portfolio, value $1,620,189.

    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 5,224 shares
    Change vs previous 13F +396 shares

    0.28% of the 13F portfolio, value $1,413,604.

    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 4,828 shares
    Change vs previous 13F -715 shares

    0.31% of the 13F portfolio, value $1,593,822.

    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 5,543 shares
    Change vs previous 13F +128 shares

    0.38% of the 13F portfolio, value $1,914,051.

    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 5,415 shares
    Change vs previous 13F -9,426 shares

    0.39% of the 13F portfolio, value $1,689,365.

    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 14,841 shares
    Change vs previous 13F -7,705 shares

    1.92% of the 13F portfolio, value $7,773,054.

    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 22,546 shares
    Change vs previous 13F -627 shares

    2.97% of the 13F portfolio, value $11,405,349.

    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 23,173 shares
    Change vs previous 13F not available

    3.87% of the 13F portfolio, value $13,548,986.

    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).