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Disclosery

High Note Wealth, LLC: XLB position timeline

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

High Note Wealth, LLC held 39,670 XLB 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 39,670 shares
    Change vs previous 13F -1,285 shares

    0.34% of the 13F portfolio, value $2,016,406.

    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 40,955 shares
    Change vs previous 13F -1,022 shares

    0.4% of the 13F portfolio, value $2,046,501.

    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 41,977 shares
    Change vs previous 13F +20,177 shares

    0.37% of the 13F portfolio, value $1,903,677.

    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 21,800 shares
    Change vs previous 13F -3,639 shares

    0.39% of the 13F portfolio, value $1,953,724.

    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 25,439 shares
    Change vs previous 13F -1,444 shares

    0.51% of the 13F portfolio, value $2,233,807.

    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 26,883 shares
    Change vs previous 13F -1,093 shares

    0.57% of the 13F portfolio, value $2,311,437.

    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 27,976 shares
    Change vs previous 13F -403 shares

    0.61% of the 13F portfolio, value $2,353,884.

    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 28,379 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,735,180.

    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).