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Disclosery

High Note Wealth, LLC: XLC position timeline

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

High Note Wealth, LLC held 50,100 XLC 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 50,100 shares
    Change vs previous 13F -1,792 shares

    0.92% of the 13F portfolio, value $5,367,192.

    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 51,892 shares
    Change vs previous 13F -538 shares

    1.13% of the 13F portfolio, value $5,752,800.

    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 52,430 shares
    Change vs previous 13F -490 shares

    1.21% of the 13F portfolio, value $6,172,069.

    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 52,920 shares
    Change vs previous 13F -4,685 shares

    1.26% of the 13F portfolio, value $6,264,103.

    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 57,605 shares
    Change vs previous 13F -927 shares

    1.43% of the 13F portfolio, value $6,251,837.

    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 58,532 shares
    Change vs previous 13F -2,238 shares

    1.4% of the 13F portfolio, value $5,645,450.

    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 60,770 shares
    Change vs previous 13F -793 shares

    1.53% of the 13F portfolio, value $5,883,148.

    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 61,563 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $5,565,270.

    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).