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Disclosery

High Note Wealth, LLC: WMT position timeline

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

High Note Wealth, LLC held 65,442 WMT 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 65,442 shares
    Change vs previous 13F +338 shares

    1.26% of the 13F portfolio, value $7,411,933.

    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 65,104 shares
    Change vs previous 13F +130 shares

    1.59% of the 13F portfolio, value $8,091,107.

    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 64,974 shares
    Change vs previous 13F +522 shares

    1.42% of the 13F portfolio, value $7,238,797.

    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 64,452 shares
    Change vs previous 13F +996 shares

    1.33% of the 13F portfolio, value $6,642,464.

    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 63,456 shares
    Change vs previous 13F +437 shares

    1.42% of the 13F portfolio, value $6,204,714.

    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 63,019 shares
    Change vs previous 13F -25 shares

    1.37% of the 13F portfolio, value $5,532,413.

    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 63,044 shares
    Change vs previous 13F +862 shares

    1.48% of the 13F portfolio, value $5,696,045.

    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 62,182 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $5,021,214.

    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).