Skip to content
Disclosery

High Note Wealth, LLC: XLK position timeline

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

High Note Wealth, LLC held 180,468 XLK 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 180,468 shares
    Change vs previous 13F -4,082 shares

    5.87% of the 13F portfolio, value $34,382,839.

    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 184,550 shares
    Change vs previous 13F -1,731 shares

    4.82% of the 13F portfolio, value $24,526,632.

    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 186,281 shares
    Change vs previous 13F +91,938 shares

    5.25% of the 13F portfolio, value $26,818,905.

    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 94,343 shares
    Change vs previous 13F -5,334 shares

    5.34% of the 13F portfolio, value $26,591,464.

    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 99,677 shares
    Change vs previous 13F -526 shares

    5.78% of the 13F portfolio, value $25,241,154.

    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 100,203 shares
    Change vs previous 13F -2,860 shares

    5.12% of the 13F portfolio, value $20,689,829.

    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 103,063 shares
    Change vs previous 13F -848 shares

    6.24% of the 13F portfolio, value $23,964,281.

    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 103,911 shares
    Change vs previous 13F not available

    6.71% of the 13F portfolio, value $23,458,962.

    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).