Skip to content
Disclosery

High Note Wealth, LLC: WM position timeline

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

High Note Wealth, LLC held 673 WM 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 673 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $149,998.

    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 668 shares
    Change vs previous 13F +18 shares

    0.03% of the 13F portfolio, value $153,500.

    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 650 shares
    Change vs previous 13F +27 shares

    0.03% of the 13F portfolio, value $142,812.

    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 623 shares
    Change vs previous 13F +52 shares

    0.03% of the 13F portfolio, value $137,577.

    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 571 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $130,656.

    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 571 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $132,192.

    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 570 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $115,020.

    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).