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Note Advisors, LLC: DFIP position timeline

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

Note Advisors, LLC held 10,249 DFIP 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 10,249 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $422,823.

    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 10,249 shares
    Change vs previous 13F -1 shares

    0.21% of the 13F portfolio, value $427,588.

    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 10,250 shares
    Change vs previous 13F -55 shares

    0.22% of the 13F portfolio, value $426,656.

    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 10,305 shares
    Change vs previous 13F +55 shares

    0.26% of the 13F portfolio, value $435,180.

    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 10,250 shares
    Change vs previous 13F -359 shares

    0.3% of the 13F portfolio, value $428,553.

    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 10,609 shares
    Change vs previous 13F -10 shares

    0.37% of the 13F portfolio, value $446,756.

    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 10,619 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $429,972.

    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).