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Disclosery

TritonPoint Partners, LLC: SCHX position timeline

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

TritonPoint Partners, LLC held 121,009 SCHX 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 121,009 shares
    Change vs previous 13F +60,544 shares

    0.16% of the 13F portfolio, value $3,561,295.

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

    • TRITONPOINT WEALTH, LLC: 60,465 shares
    • TritonPoint Partners, LLC: 60,544 shares

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

  2. period ended2026-03-31
    13F 60,465 shares
    Change vs previous 13F -525 shares

    0.17% of the 13F portfolio, value $1,550,323.

    13F-HR 0002008171-26-000003 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).

  3. period ended2025-12-31
    13F 60,990 shares
    Change vs previous 13F +2,340 shares

    0.17% of the 13F portfolio, value $1,641,245.

    13F-HR 0002008171-26-000001 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).

  4. period ended2025-09-30
    13F 58,650 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,544,841.

    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 58,650 shares
    Change vs previous 13F -34,296 shares

    0.13% of the 13F portfolio, value $1,433,406.

    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 92,946 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $2,052,248.

    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 92,946 shares
    Change vs previous 13F +61,946 shares

    0.19% of the 13F portfolio, value $2,154,488.

    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 31,000 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,095,914.

    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).