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Disclosery

High Note Wealth, LLC: XLE position timeline

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

High Note Wealth, LLC held 78,148 XLE 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 78,148 shares
    Change vs previous 13F -1,855 shares

    0.71% of the 13F portfolio, value $4,150,432.

    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 80,003 shares
    Change vs previous 13F -1,315 shares

    0.96% of the 13F portfolio, value $4,900,978.

    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 81,318 shares
    Change vs previous 13F +39,902 shares

    0.71% of the 13F portfolio, value $3,635,743.

    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 41,416 shares
    Change vs previous 13F -4,530 shares

    0.74% of the 13F portfolio, value $3,700,104.

    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 45,946 shares
    Change vs previous 13F -3,105 shares

    0.89% of the 13F portfolio, value $3,896,679.

    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 49,051 shares
    Change vs previous 13F -1,685 shares

    1.14% of the 13F portfolio, value $4,583,844.

    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 50,736 shares
    Change vs previous 13F -11,590 shares

    1.13% of the 13F portfolio, value $4,346,029.

    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 62,326 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $5,472,238.

    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).