TritonPoint Partners, LLC: IWF position timeline

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

TritonPoint Partners, LLC held 11,994 IWF 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 11,994 shares
Change vs previous 13F +9,683 shares
0.07% of the 13F portfolio, value $1,489,241.
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: 3,408 shares
- TritonPoint Partners, LLC: 8,586 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,311 shares
Change vs previous 13F +185 shares
0.08% of the 13F portfolio, value $985,488.
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: 852 shares
- TritonPoint Partners, LLC: 1,459 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,126 shares
Change vs previous 13F -4 shares
0.09% of the 13F portfolio, value $1,006,008.
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: 726 shares
- TritonPoint Partners, LLC: 1,400 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,130 shares
Change vs previous 13F -286 shares
0.09% of the 13F portfolio, value $997,606.
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 2,416 shares
Change vs previous 13F -719 shares
0.09% of the 13F portfolio, value $1,025,823.
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 3,135 shares
Change vs previous 13F -180 shares
0.11% of the 13F portfolio, value $1,132,153.
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 3,315 shares
Change vs previous 13F +220 shares
0.12% of the 13F portfolio, value $1,331,073.
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 3,095 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $1,156,283.
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).