High Note Wealth, LLC

SEC CIK: 0001807283
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

CG holding history

Carlyle Group Inc. in every 13F filed by High Note Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CG overview All 13F holders of CG Full Q2 2026 holdings

Shares (Q2 2026): 308
Value: $13.0K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of CG by High Note Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	308	$13.0K	<0.1%	−109−26.1%	Reduced	Holders
Q1 2026	417	$20.2K	<0.1%	+109+35.4%	Added	Holders
Q4 2025	308	$18.2K	<0.1%	+50+19.4%	Added	Holders
Q3 2025	258	$16.2K	<0.1%	+258	New	Holders