Ownership history in High Note Wealth, LLC · 3 quarters on record
This page tracks every 13F SEC filing in which High Note Wealth, LLC reported a position in LPL FINL HLDGS INC COM (LPLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 34 | — | 0% | 0.00% | $11K | $332.11 |
| 2025 Q2 | UNCHANGED | 34 | — | 0% | 0.00% | $13K | $374.00 |
| 2025 Q1 | INITIATED | 34 | — | — | 0.00% | $11K | $326.04 |
As of 2025 Q4 — sorted by position size