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Disclosery

TritonPoint Partners, LLC: IVW position timeline

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

TritonPoint Partners, LLC held 33,665 IVW 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 33,665 shares
    Change vs previous 13F +17,298 shares

    0.21% of the 13F portfolio, value $4,629,907.

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

    • TRITONPOINT WEALTH, LLC: 16,293 shares
    • TritonPoint Partners, LLC: 17,372 shares

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

  2. period ended2026-03-31
    13F 16,367 shares
    Change vs previous 13F +2,912 shares

    0.2% of the 13F portfolio, value $1,851,229.

    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 13,455 shares
    Change vs previous 13F +1,576 shares

    0.17% of the 13F portfolio, value $1,658,502.

    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 11,879 shares
    Change vs previous 13F +250 shares

    0.12% of the 13F portfolio, value $1,434,030.

    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 11,629 shares
    Change vs previous 13F +162 shares

    0.12% of the 13F portfolio, value $1,280,353.

    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 11,467 shares
    Change vs previous 13F +742 shares

    0.1% of the 13F portfolio, value $1,064,482.

    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 10,725 shares
    Change vs previous 13F -358 shares

    0.1% of the 13F portfolio, value $1,088,909.

    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 11,083 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,055,767.

    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).