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Note Advisors, LLC: DFAR position timeline

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

Note Advisors, LLC held 114,242 DFAR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,242 shares
    Change vs previous 13F +18,547 shares

    1.3% of the 13F portfolio, value $2,988,571.

    13F-HR 0002056243-26-000003 filed by Note Advisors, 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 95,695 shares
    Change vs previous 13F +3,913 shares

    1.13% of the 13F portfolio, value $2,263,187.

    13F-HR 0002056243-26-000002 filed by Note Advisors, 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 91,782 shares
    Change vs previous 13F +5,707 shares

    1.11% of the 13F portfolio, value $2,165,137.

    13F-HR 0002056243-26-000001 filed by Note Advisors, 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 86,075 shares
    Change vs previous 13F +8,030 shares

    1.22% of the 13F portfolio, value $2,052,889.

    13F-HR 0002056243-25-000006 filed by Note Advisors, 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 78,045 shares
    Change vs previous 13F +15,229 shares

    1.27% of the 13F portfolio, value $1,830,936.

    13F-HR 0002056243-25-000003 filed by Note Advisors, 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 62,816 shares
    Change vs previous 13F +13,331 shares

    1.23% of the 13F portfolio, value $1,493,136.

    13F-HR 0002056243-25-000002 filed by Note Advisors, 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 49,485 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,151,516.

    13F-HR 0002056243-25-000001 filed by Note Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).