TritonPoint Partners, LLC: IVV position timeline

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

TritonPoint Partners, LLC held 23,693 IVV 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 23,693 shares
Change vs previous 13F +1,922 shares
0.8% of the 13F portfolio, value $17,743,165.
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: 2,875 shares
- TritonPoint Partners, LLC: 20,818 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 21,771 shares
Change vs previous 13F -325 shares
1.18% of the 13F portfolio, value $14,221,132.
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: 2,493 shares
- TritonPoint Partners, LLC: 19,278 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 22,096 shares
Change vs previous 13F +3,728 shares
1.29% of the 13F portfolio, value $15,136,669.
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: 2,900 shares
- TritonPoint Partners, LLC: 19,196 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 18,368 shares
Change vs previous 13F -550 shares
1.05% of the 13F portfolio, value $12,293,710.
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 18,918 shares
Change vs previous 13F -286 shares
1.09% of the 13F portfolio, value $11,746,475.
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 19,204 shares
Change vs previous 13F -1,325 shares
1.03% of the 13F portfolio, value $10,790,503.
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 20,529 shares
Change vs previous 13F -324 shares
1.09% of the 13F portfolio, value $12,084,722.
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 20,853 shares
Change vs previous 13F not available
1.09% of the 13F portfolio, value $11,971,139.
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).