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Disclosery

TritonPoint Partners, LLC: IYW position timeline

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

TritonPoint Partners, LLC held 186,282 IYW 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 186,282 shares
    Change vs previous 13F +88,779 shares

    2.11% of the 13F portfolio, value $46,985,979.

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

    • TRITONPOINT WEALTH, LLC: 92,429 shares
    • TritonPoint Partners, LLC: 93,853 shares

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

  2. period ended2026-03-31
    13F 97,503 shares
    Change vs previous 13F -984 shares

    1.47% of the 13F portfolio, value $17,688,976.

    13F-HR 0002008171-26-000003 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TRITONPOINT WEALTH, LLC: 95,326 shares
    • TritonPoint Partners, LLC: 2,177 shares

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

  3. period ended2025-12-31
    13F 98,487 shares
    Change vs previous 13F -7,677 shares

    1.68% of the 13F portfolio, value $19,665,853.

    13F-HR 0002008171-26-000001 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TRITONPOINT WEALTH, LLC: 96,878 shares
    • TritonPoint Partners, LLC: 1,609 shares

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

  4. period ended2025-09-30
    13F 106,164 shares
    Change vs previous 13F -1,208 shares

    1.78% of the 13F portfolio, value $20,793,345.

    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 107,372 shares
    Change vs previous 13F -1,374 shares

    1.72% of the 13F portfolio, value $18,604,393.

    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 108,746 shares
    Change vs previous 13F -3,320 shares

    1.45% of the 13F portfolio, value $15,272,312.

    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 112,066 shares
    Change vs previous 13F +5,456 shares

    1.62% of the 13F portfolio, value $17,876,779.

    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 106,610 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $16,099,229.

    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).