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Disclosery

TritonPoint Partners, LLC: WFC position timeline

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

TritonPoint Partners, LLC held 108,054 WFC 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 108,054 shares
    Change vs previous 13F -18,646 shares

    0.4% of the 13F portfolio, value $8,929,566.

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

    • TRITONPOINT WEALTH, LLC: 53,056 shares
    • TritonPoint Partners, LLC: 54,998 shares

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

  2. period ended2026-03-31
    13F 126,700 shares
    Change vs previous 13F -2,224 shares

    0.84% of the 13F portfolio, value $10,086,574.

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

    • TRITONPOINT WEALTH, LLC: 108,531 shares
    • TritonPoint Partners, LLC: 18,169 shares

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

  3. period ended2025-12-31
    13F 128,924 shares
    Change vs previous 13F -1,746 shares

    1.02% of the 13F portfolio, value $12,015,822.

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

    • TRITONPOINT WEALTH, LLC: 111,382 shares
    • TritonPoint Partners, LLC: 17,542 shares

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

  4. period ended2025-09-30
    13F 130,670 shares
    Change vs previous 13F -3,838 shares

    0.94% of the 13F portfolio, value $10,952,718.

    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 134,508 shares
    Change vs previous 13F -2,902 shares

    1% of the 13F portfolio, value $10,776,803.

    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 137,410 shares
    Change vs previous 13F -1,113 shares

    0.94% of the 13F portfolio, value $9,864,678.

    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 138,523 shares
    Change vs previous 13F -5,440 shares

    0.88% of the 13F portfolio, value $9,729,835.

    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 143,963 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $8,047,550.

    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).