Skip to main content

High Note Wealth, LLC

SEC CIK
0001807283
Latest filing
Jul 23, 2026

HTLF holding history

Heartland Financial USA 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.

HTLF overviewAll 13F holders of HTLFFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2021
Holdings of HTLF by High Note Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−4,204−100.0%Sold outHolders
Q4 20244,204$257.7K0.1%00.0%UnchangedHolders
Q3 20244,204$238.4K0.1%+4,204NewHolders
Q4 20220$00.0%−4,204−100.0%Sold outHolders
Q3 20224,204$202.0K0.1%+4,204NewHolders
Q2 20220$00.0%−4,204−100.0%Sold outHolders
Q1 20224,204$201.0K0.1%00.0%UnchangedHolders
Q4 20214,204$212.0K0.1%+4,204NewHolders