TritonPoint Partners, LLC: IWM position timeline

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

TritonPoint Partners, LLC held 5,486 IWM 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 5,486 shares
Change vs previous 13F +1,901 shares
0.07% of the 13F portfolio, value $1,648,339.
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: 2,308 shares
- TritonPoint Partners, LLC: 3,178 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,585 shares
Change vs previous 13F +411 shares
0.07% of the 13F portfolio, value $889,249.
13F-HR 0002008171-26-000003 filed by TRITONPOINT WEALTH, LLC
Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- TRITONPOINT WEALTH, LLC: 2,308 shares
- TritonPoint Partners, LLC: 1,277 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,174 shares
Change vs previous 13F -7 shares
0.07% of the 13F portfolio, value $781,342.
13F-HR 0002008171-26-000001 filed by TRITONPOINT WEALTH, LLC
Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- TRITONPOINT WEALTH, LLC: 2,308 shares
- TritonPoint Partners, LLC: 866 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,181 shares
Change vs previous 13F -28 shares
0.07% of the 13F portfolio, value $769,726.
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 3,209 shares
Change vs previous 13F -236 shares
0.06% of the 13F portfolio, value $692,431.
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 3,445 shares
Change vs previous 13F +1 shares
0.07% of the 13F portfolio, value $687,337.
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 3,444 shares
Change vs previous 13F +90 shares
0.07% of the 13F portfolio, value $760,889.
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 3,354 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $738,983.
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).