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TritonPoint Partners, LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TritonPoint Partners, LLC on AEP, newest first. How the timeline and the estimate are built.

TritonPoint Partners, LLC held 5,397 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,397 shares
    Change vs previous 13F +3,049 shares

    0.03% of the 13F portfolio, value $738,260.

    13F-HR 0002008171-26-000004 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TRITONPOINT WEALTH, LLC: 2,905 shares
    • TritonPoint Partners, LLC: 2,492 shares

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

  2. period ended2026-03-31
    13F 2,348 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $307,726.

    13F-HR 0002008171-26-000003 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,346 shares
    Change vs previous 13F -1,343 shares

    0.03% of the 13F portfolio, value $270,473.

    13F-HR 0002008171-26-000001 filed by TRITONPOINT WEALTH, 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 3,689 shares
    Change vs previous 13F +137 shares

    0.04% of the 13F portfolio, value $415,026.

    13F-HR 0002008171-25-000008 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,552 shares
    Change vs previous 13F +122 shares

    0.03% of the 13F portfolio, value $368,533.

    13F-HR 0002008171-25-000004 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,430 shares
    Change vs previous 13F -30 shares

    0.04% of the 13F portfolio, value $374,809.

    13F-HR 0002008171-25-000003 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,460 shares
    Change vs previous 13F +460 shares

    0.03% of the 13F portfolio, value $319,081.

    13F-HR 0002008171-25-000002 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,000 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $305,481.

    13F-HR 0002008171-24-000005 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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