Intelligence for independent investors

Smart money
leaves a trail.
Now you can follow it.

After every filing season, I cross-reference 13F positions across the top hedge fund managers. When multiple names quietly move into the same stock, that convergence is the signal. I find it, then write about what I'm doing with it.

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Per week
13F
SEC filings tracked
100%
Skin in the game

What you get

Four types of intelligence.
Two are free forever.

The 13F analysis and market notes are free. One subscription unlocks both trade tiers, long-term holds and swing trades, at the founding rate.

Free

13F Convergence

When the top managers move into the same stock

After every filing season, I cross-reference positions across the top hedge fund managers. When multiple names converge on the same stock, I write about what that signal means and whether I'm following it.

Free

Market Notes

My read on what is moving the market

Short, direct notes on macro moves, liquidity signals, and market structure. Written in plain English by someone who trades the same markets. No jargon, no filler.

$12 / mo

Position Trades

My active trades: the thesis, entry, and exit

The analysis is free. Subscribers get the full picture: entry price, conviction level, and what I am watching as an exit signal. My position is disclosed in every article.

$12 / mo Launching Soon

Swing Trades

Real-time option plays with exact entries and exits

Options plays from two weeks to three months. Contract size, entry range, and exit targets delivered the moment I open the trade via Discord and email. Included in the $12/mo subscription. Founding members get first access.

What you'll receive

This week's intelligence

A sample of what subscribers read every week. Sign up and choose which of these land in your inbox.

What you'll get

Institutional context. Without the institutional price tag.

The same filing data the big funds use, filtered, explained, and delivered with honest conviction by someone who trades the same markets.

Personalized to your topics

Choose 13F coverage, position trades, swing setups, or market notes. Get only what you asked for. Nothing else.

Written with skin in the game

Position disclosures included. Not a suit giving generic advice. An independent analyst who trades what he writes about.

Entry and exit signals included

Position trade articles include suggested entry ranges, conviction level, and what I'm watching as an exit signal.

Free to start. Premium when you're ready.

Start free. When the premium tier launches at $12/month, early subscribers lock in at the founding rate.

"The big funds file everything with the SEC. It's public. Most people don't read it because it's dense and slow. We read it so you don't have to."
H

Howard Lee

Founder, Position Note

Track institutional moves

Without a Bloomberg terminal
Without hours in SEC EDGAR
Without an analyst on payroll

Founding member access

Be in the first wave.
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Position Note is launching its premium tier at $12/month. Founding members who sign up free today will lock that rate permanently, even when the price increases.

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Founding rate reserved the moment you sign up, not when you upgrade.

Founding member rate

$ 12 /mo

locked forever when you sign up free today

All article categories
Entry & exit signals on position trades
Personalized weekly briefing
Swing trade alerts when the tier launches
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Follow the trail.
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Join independent investors who get institutional-grade filing analysis, position trades with disclosed stakes, and market notes, personalized to what you actually care about.

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