High Note Wealth, LLC CLFD CLEARFIELD INC

Ownership history in High Note Wealth, LLC  ·  13 quarters on record

AI Ownership Summary

High Note Wealth, LLC reported CLEARFIELD INC (CLFD) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.15% in 2024 Q2. The latest visible filing shows CLFD at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CLFD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was High Note Wealth, LLC's position in CLEARFIELD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CLFD was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How High Note Wealth, LLC held CLFD — position size vs. price
% of Fund (quarterly)    CLFD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 12,375 0% 0.06% $328K 2026-05-11 $46.73
2025 Q4 UNCHANGED 12,375 0% 0.07% $361K 2026-02-05 $29.08
2025 Q3 UNCHANGED 12,375 0% 0.09% $425K 2025-11-04 $33.67
2025 Q2 UNCHANGED 12,375 0% 0.12% $537K 2025-07-23 $45.34
2025 Q1 UNCHANGED 12,375 0% 0.09% $368K 2025-05-01 $29.78
2024 Q3 UNCHANGED 12,375 0% 0.14% $482K 2024-10-08 $37.25
2024 Q2 UNCHANGED 12,375 0% 0.15% $477K 2024-08-02 $39.02
2024 Q1 UNCHANGED 12,375 0% 0.12% $382K 2024-05-01 $30.94
2023 Q4 UNCHANGED 12,375 0% 0.14% $360K 2024-01-17 $25.28
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About High Note Wealth, LLC and CLFD

These are the practical questions this page is built to answer before you even open the full history table.

How long has High Note Wealth, LLC reported owning CLFD?

High Note Wealth, LLC reported CLFD across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CLFD position in High Note Wealth, LLC's portfolio?

The largest reported portfolio weight for CLFD was 0.15% in 2024 Q2.

What is the latest reported CLFD position on this page?

The most recent filing on this page is 2026 Q1, when High Note Wealth, LLC reported 12,375 shares, equal to 0.06% of portfolio, with an estimated market value of $328K.

What does the chart on this CLFD ownership page compare?

The chart compares High Note Wealth, LLC's quarterly CLFD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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