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Disclosery

High Note Wealth, LLC: XLI position timeline

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

High Note Wealth, LLC held 25,305 XLI 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 25,305 shares
    Change vs previous 13F -895 shares

    0.8% of the 13F portfolio, value $4,687,191.

    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 26,200 shares
    Change vs previous 13F -658 shares

    0.83% of the 13F portfolio, value $4,237,266.

    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 26,858 shares
    Change vs previous 13F -419 shares

    0.82% of the 13F portfolio, value $4,166,142.

    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 27,277 shares
    Change vs previous 13F -2,924 shares

    0.84% of the 13F portfolio, value $4,206,999.

    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 30,201 shares
    Change vs previous 13F -1,065 shares

    1.02% of the 13F portfolio, value $4,455,316.

    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 31,266 shares
    Change vs previous 13F -1,041 shares

    1.01% of the 13F portfolio, value $4,098,080.

    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 32,307 shares
    Change vs previous 13F -310 shares

    1.11% of the 13F portfolio, value $4,256,803.

    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 32,617 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $4,417,660.

    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).