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Disclosery

TritonPoint Partners, LLC: XLV position timeline

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

TritonPoint Partners, LLC held 82,637 XLV 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 82,637 shares
    Change vs previous 13F +36,513 shares

    0.59% of the 13F portfolio, value $13,111,235.

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

    • TRITONPOINT WEALTH, LLC: 41,245 shares
    • TritonPoint Partners, LLC: 41,392 shares

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

  2. period ended2026-03-31
    13F 46,124 shares
    Change vs previous 13F -296 shares

    0.72% of the 13F portfolio, value $6,762,219.

    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 46,420 shares
    Change vs previous 13F -1,213 shares

    0.73% of the 13F portfolio, value $7,185,998.

    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 47,633 shares
    Change vs previous 13F -5,940 shares

    0.57% of the 13F portfolio, value $6,629,137.

    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 53,573 shares
    Change vs previous 13F -8,286 shares

    0.67% of the 13F portfolio, value $7,221,059.

    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 61,859 shares
    Change vs previous 13F +6,628 shares

    0.86% of the 13F portfolio, value $9,032,021.

    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 55,231 shares
    Change vs previous 13F +206 shares

    0.69% of the 13F portfolio, value $7,598,172.

    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 55,025 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $8,419,939.

    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).