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Disclosery

TritonPoint Partners, LLC: XLF position timeline

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

TritonPoint Partners, LLC held 390,546 XLF 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 390,546 shares
    Change vs previous 13F +174,645 shares

    0.94% of the 13F portfolio, value $20,937,170.

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

    • TRITONPOINT WEALTH, LLC: 182,551 shares
    • TritonPoint Partners, LLC: 207,995 shares

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

  2. period ended2026-03-31
    13F 215,901 shares
    Change vs previous 13F -577 shares

    0.88% of the 13F portfolio, value $10,659,015.

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

    • TRITONPOINT WEALTH, LLC: 189,103 shares
    • TritonPoint Partners, LLC: 26,798 shares

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

  3. period ended2025-12-31
    13F 216,478 shares
    Change vs previous 13F -3,446 shares

    1.01% of the 13F portfolio, value $11,856,803.

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

    • TRITONPOINT WEALTH, LLC: 191,355 shares
    • TritonPoint Partners, LLC: 25,123 shares

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

  4. period ended2025-09-30
    13F 219,924 shares
    Change vs previous 13F -1,862 shares

    1.02% of the 13F portfolio, value $11,847,306.

    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 221,786 shares
    Change vs previous 13F -9,252 shares

    1.07% of the 13F portfolio, value $11,614,959.

    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 231,038 shares
    Change vs previous 13F +14,305 shares

    1.1% of the 13F portfolio, value $11,508,028.

    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 216,733 shares
    Change vs previous 13F -3,256 shares

    0.95% of the 13F portfolio, value $10,474,706.

    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 219,989 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $9,932,503.

    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).