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Disclosery

Tripletail Wealth Management, LLC: III position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tripletail Wealth Management, LLC on III, newest first. How the timeline and the estimate are built.

Tripletail Wealth Management, LLC held 12,490 III shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,490 shares
    Change vs previous 13F +12,490 shares

    0.06% of the 13F portfolio, value $51,334.

    13F-HR 0002079812-26-000003 filed by Tripletail Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -11,600 shares

    13F-HR 0002079812-26-000002 filed by Tripletail Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 11,600 shares
    Change vs previous 13F -800 shares

    0.07% of the 13F portfolio, value $52,386.

    13F-HR 0002079812-26-000001 filed by Tripletail Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,400 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $69,688.

    13F-HR 0002079812-25-000002 filed by Tripletail Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).