TritonPoint Partners, LLC: XLE position timeline

TritonPoint Partners, LLC held 35,074 XLE 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 35,074 shares

   Change vs previous 13F +18,223 shares

   0.08% of the 13F portfolio, value $1,862,780.

   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

   • TRITONPOINT WEALTH, LLC: 16,837 shares
   • TritonPoint Partners, LLC: 18,237 shares

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

2. period ended2026-03-31

   13F 16,851 shares

   Change vs previous 13F -3,259 shares

   0.11% of the 13F portfolio, value $1,032,292.

   13F-HR 0002008171-26-000003 filed by TRITONPOINT WEALTH, LLC
   Filed 2026-04-21 (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 20,110 shares

   Change vs previous 13F +9,518 shares

   0.09% of the 13F portfolio, value $899,118.

   13F-HR 0002008171-26-000001 filed by TRITONPOINT WEALTH, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 10,592 shares

   Change vs previous 13F +189 shares

   0.08% of the 13F portfolio, value $946,289.

   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 10,403 shares

   Change vs previous 13F -11,896 shares

   0.08% of the 13F portfolio, value $882,278.

   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 22,299 shares

   Change vs previous 13F -18,068 shares

   0.2% of the 13F portfolio, value $2,083,842.

   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 40,367 shares

   Change vs previous 13F -1,344 shares

   0.31% of the 13F portfolio, value $3,457,880.

   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 41,711 shares

   Change vs previous 13F not available

   0.33% of the 13F portfolio, value $3,636,782.

   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).