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Disclosery

High Note Wealth, LLC: XLP position timeline

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

High Note Wealth, LLC held 14,156 XLP 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 14,156 shares
    Change vs previous 13F -525 shares

    0.2% of the 13F portfolio, value $1,175,923.

    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 14,681 shares
    Change vs previous 13F -685 shares

    0.24% of the 13F portfolio, value $1,203,532.

    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 15,366 shares
    Change vs previous 13F -230 shares

    0.23% of the 13F portfolio, value $1,193,615.

    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 15,596 shares
    Change vs previous 13F -278 shares

    0.25% of the 13F portfolio, value $1,222,242.

    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 15,874 shares
    Change vs previous 13F -207 shares

    0.29% of the 13F portfolio, value $1,285,301.

    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 16,081 shares
    Change vs previous 13F -709 shares

    0.33% of the 13F portfolio, value $1,313,317.

    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 16,790 shares
    Change vs previous 13F -337 shares

    0.34% of the 13F portfolio, value $1,319,844.

    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 17,127 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,421,522.

    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).