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TritonPoint Partners, LLC: IJR position timeline

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

TritonPoint Partners, LLC held 65,258 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,258 shares
    Change vs previous 13F +28,292 shares

    0.44% of the 13F portfolio, value $9,678,323.

    13F-HR 0002111167-26-000003 filed by TritonPoint Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TRITONPOINT WEALTH, LLC: 30,728 shares
    • TritonPoint Partners, LLC: 34,530 shares

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

  2. period ended2026-03-31
    13F 36,966 shares
    Change vs previous 13F +1,939 shares

    0.38% of the 13F portfolio, value $4,595,199.

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

    • TRITONPOINT WEALTH, LLC: 31,384 shares
    • TritonPoint Partners, LLC: 5,582 shares

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

  3. period ended2025-12-31
    13F 35,027 shares
    Change vs previous 13F -11,444 shares

    0.36% of the 13F portfolio, value $4,209,553.

    13F-HR 0002008171-26-000001 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TRITONPOINT WEALTH, LLC: 29,888 shares
    • TritonPoint Partners, LLC: 5,139 shares

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

  4. period ended2025-09-30
    13F 46,471 shares
    Change vs previous 13F +589 shares

    0.47% of the 13F portfolio, value $5,522,118.

    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 45,882 shares
    Change vs previous 13F -4,579 shares

    0.46% of the 13F portfolio, value $5,014,476.

    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 50,461 shares
    Change vs previous 13F -2,436 shares

    0.5% of the 13F portfolio, value $5,276,734.

    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 52,897 shares
    Change vs previous 13F +2,421 shares

    0.55% of the 13F portfolio, value $6,094,766.

    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 50,476 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $5,883,464.

    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).