NOTE β€” FISCALNOTE HOLDINGS INC

Ownership history in Prosperity Wealth Management, Inc.  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Prosperity Wealth Management, Inc. reported a position in FISCALNOTE HOLDINGS INC (NOTE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.08% (2025 Q1)
πŸ“Š Avg. % of fund
0.08%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q2
⏱ Quarters held
2
% of Fund (quarterly)    NOTE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 379,500 +176,300 +86.8% 0.08% $204K $6.43
2025 Q1 INITIATED 203,200 β€” β€” 0.08% $164K $9.70

🏒 Other funds also holding NOTE

As of 2025 Q4 β€” sorted by position size

STONEHILL CAPITAL MANAGEMENT LLC 3Y 7Y 0.1% TWO SIGMA SECURITIES, LLC 3Y 7Y 0.01% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.0% Comprehensive Financial Management LLC 3Y 0.0% XTX Topco Ltd 3Y 0.0% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.0% NewEdge Advisors, LLC 3Y 7Y 0.0% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.0% Focus Partners Wealth 3Y 7Y 0.0% Tidemark, LLC 0.0%
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