Position in DEI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$10,107
+$8,547 QoQ
Shares Held
1,073
+655.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DEI Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026High Note Wealth, LLC holds $11,216 across 4 REIT - Office names.
All Filings in DEI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,107 | 1,073 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,560 | 142 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,039 | 131 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,865 | 257 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,224 | 264 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,714 | 254 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||