Comprehensive Financial Management LLC
Position in NOTE — FiscalNote Holdings, Inc.
CIK 1799802
Los Gatos, CA
Position in NOTE
as of Dec 31, 2025
· filed Feb 17, 2026
Position Value
$123,844
-$266,224 QoQ
Shares Held
84,248
0.0% QoQ
Ownership
0.277%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NOTE Over Time
Shares Held
Position Value (USD)
All Filings in NOTE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $123,844 | 84,248 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $390,068 | 84,248 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $541,889 | 1,010,988 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $816,878 | 1,010,988 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,081,757 | 1,010,988 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,294,064 | 1,010,988 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,476,042 | 1,010,988 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,344,614 | 1,010,988 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,152,526 | 1,010,988 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,102,855 | 1,010,988 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,679,996 | 1,010,988 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,254,503 | 1,010,988 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,399,554 | 1,010,988 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,439,993 | 1,010,988 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||