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Disclosery

TritonPoint Partners, LLC: IWB position timeline

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

TritonPoint Partners, LLC held 3,187 IWB 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 3,187 shares
    Change vs previous 13F +980 shares

    0.06% of the 13F portfolio, value $1,305,269.

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

    • TRITONPOINT WEALTH, LLC: 739 shares
    • TritonPoint Partners, LLC: 2,448 shares

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

  2. period ended2026-03-31
    13F 2,207 shares
    Change vs previous 13F +45 shares

    0.07% of the 13F portfolio, value $787,024.

    13F-HR 0002111167-26-000002 filed by TritonPoint Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TRITONPOINT WEALTH, LLC: 594 shares
    • TritonPoint Partners, LLC: 1,613 shares

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

  3. period ended2025-12-31
    13F 2,162 shares
    Change vs previous 13F -905 shares

    0.07% of the 13F portfolio, value $807,554.

    13F-HR 0002111167-26-000001 filed by TritonPoint Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TRITONPOINT WEALTH, LLC: 553 shares
    • TritonPoint Partners, LLC: 1,609 shares

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

  4. period ended2025-09-30
    13F 3,067 shares
    Change vs previous 13F +922 shares

    0.1% of the 13F portfolio, value $1,120,857.

    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 2,145 shares
    Change vs previous 13F +4 shares

    0.07% of the 13F portfolio, value $728,271.

    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 2,141 shares
    Change vs previous 13F +3 shares

    0.06% of the 13F portfolio, value $656,643.

    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 2,138 shares
    Change vs previous 13F +11 shares

    0.06% of the 13F portfolio, value $688,640.

    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 2,127 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $666,408.

    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).