TritonPoint Partners, LLC: HEFA position timeline

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

TritonPoint Partners, LLC held 102,092 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 102,092 shares
Change vs previous 13F +5,970 shares
0.22% of the 13F portfolio, value $4,790,684.
13F-HR 0002111167-26-000003 filed by TritonPoint Partners, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- TRITONPOINT WEALTH, LLC: 11,515 shares
- TritonPoint Partners, LLC: 90,577 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 96,122 shares
Change vs previous 13F -5,644 shares
0.34% of the 13F portfolio, value $4,084,720.
13F-HR 0002111167-26-000002 filed by TritonPoint Partners, LLC
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- TRITONPOINT WEALTH, LLC: 10,452 shares
- TritonPoint Partners, LLC: 85,670 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 101,766 shares
Change vs previous 13F -13,054 shares
0.36% of the 13F portfolio, value $4,209,036.
13F-HR 0002111167-26-000001 filed by TritonPoint Partners, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- TRITONPOINT WEALTH, LLC: 11,114 shares
- TritonPoint Partners, LLC: 90,652 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 114,820 shares
Change vs previous 13F +2,020 shares
0.39% of the 13F portfolio, value $4,548,005.
13F-HR 0002008171-25-000008 filed by TRITONPOINT WEALTH, LLC
Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 112,800 shares
Change vs previous 13F -850 shares
0.4% of the 13F portfolio, value $4,281,881.
13F-HR 0002008171-25-000004 filed by TRITONPOINT WEALTH, LLC
Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 113,650 shares
Change vs previous 13F -12,236 shares
0.39% of the 13F portfolio, value $4,124,352.
13F-HR 0002008171-25-000003 filed by TRITONPOINT WEALTH, LLC
Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 125,886 shares
Change vs previous 13F +857 shares
0.4% of the 13F portfolio, value $4,374,549.
13F-HR 0002008171-25-000002 filed by TRITONPOINT WEALTH, LLC
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 125,029 shares
Change vs previous 13F not available
0.4% of the 13F portfolio, value $4,422,272.
13F-HR 0002008171-24-000005 filed by TRITONPOINT WEALTH, LLC
Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).