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Disclosery

TritonPoint Partners, LLC: XLC position timeline

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

TritonPoint Partners, LLC held 71,048 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,048 shares
    Change vs previous 13F +31,283 shares

    0.34% of the 13F portfolio, value $7,611,372.

    13F-HR 0002008171-26-000004 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TRITONPOINT WEALTH, LLC: 35,599 shares
    • TritonPoint Partners, LLC: 35,449 shares

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

  2. period ended2026-03-31
    13F 39,765 shares
    Change vs previous 13F +382 shares

    0.47% of the 13F portfolio, value $4,408,348.

    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 39,383 shares
    Change vs previous 13F -1,330 shares

    0.47% of the 13F portfolio, value $4,636,167.

    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 40,713 shares
    Change vs previous 13F +272 shares

    0.41% of the 13F portfolio, value $4,819,198.

    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 40,441 shares
    Change vs previous 13F -2,430 shares

    0.41% of the 13F portfolio, value $4,389,062.

    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 42,871 shares
    Change vs previous 13F +398 shares

    0.39% of the 13F portfolio, value $4,134,908.

    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 42,473 shares
    Change vs previous 13F -1,816 shares

    0.37% of the 13F portfolio, value $4,111,811.

    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 44,289 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,986,453.

    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).