TritonPoint Partners, LLC: IWV position timeline

TritonPoint Partners, LLC held 694 IWV 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 694 shares

   Change vs previous 13F +51 shares

   0.02% of the 13F portfolio, value $295,900.

   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

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

2. period ended2026-03-31

   13F 643 shares

   Change vs previous 13F -1,023 shares

   0.09% of the 13F portfolio, value $238,347.

   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

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

3. period ended2025-12-31

   13F 1,666 shares

   Change vs previous 13F +853 shares

   0.34% of the 13F portfolio, value $644,492.

   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: 0 shares
   • TritonPoint Partners, LLC: 1,666 shares

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

4. period ended2025-09-30

   13F 813 shares

   Change vs previous 13F -65 shares

   0.03% of the 13F portfolio, value $308,059.

   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).

5. period ended2025-06-30

   13F 878 shares

   Change vs previous 13F +52 shares

   0.03% of the 13F portfolio, value $308,160.

   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).

6. period ended2025-03-31

   13F 826 shares

   Change vs previous 13F -195 shares

   0.02% of the 13F portfolio, value $262,435.

   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).

7. period ended2024-12-31

   13F 1,021 shares

   Change vs previous 13F +202 shares

   0.03% of the 13F portfolio, value $341,318.

   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).

8. period ended2024-09-30

   13F 819 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $266,668.

   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).