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Disclosery

High Note Wealth, LLC: XLF position timeline

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

High Note Wealth, LLC held 45,540 XLF 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 45,540 shares
    Change vs previous 13F -2,061 shares

    0.42% of the 13F portfolio, value $2,441,394.

    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 47,601 shares
    Change vs previous 13F -695 shares

    0.46% of the 13F portfolio, value $2,350,080.

    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 48,296 shares
    Change vs previous 13F -717 shares

    0.52% of the 13F portfolio, value $2,645,152.

    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 49,013 shares
    Change vs previous 13F -7,256 shares

    0.53% of the 13F portfolio, value $2,640,338.

    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 56,269 shares
    Change vs previous 13F -682 shares

    0.67% of the 13F portfolio, value $2,946,815.

    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 56,951 shares
    Change vs previous 13F -2,282 shares

    0.7% of the 13F portfolio, value $2,836,712.

    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 59,233 shares
    Change vs previous 13F -665 shares

    0.75% of the 13F portfolio, value $2,862,738.

    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 59,898 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,714,556.

    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).