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Disclosery

TritonPoint Partners, LLC: XLY position timeline

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

TritonPoint Partners, LLC held 57,308 XLY 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 57,308 shares
    Change vs previous 13F +24,047 shares

    0.3% of the 13F portfolio, value $6,721,082.

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

    • TRITONPOINT WEALTH, LLC: 28,654 shares
    • TritonPoint Partners, LLC: 28,654 shares

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

  2. period ended2026-03-31
    13F 33,261 shares
    Change vs previous 13F -126 shares

    0.39% of the 13F portfolio, value $3,624,784.

    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 33,387 shares
    Change vs previous 13F +16,425 shares

    0.4% of the 13F portfolio, value $3,987,207.

    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 16,962 shares
    Change vs previous 13F -6 shares

    0.35% of the 13F portfolio, value $4,064,774.

    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 16,968 shares
    Change vs previous 13F -644 shares

    0.34% of the 13F portfolio, value $3,687,655.

    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 17,612 shares
    Change vs previous 13F -145 shares

    0.33% of the 13F portfolio, value $3,477,666.

    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 17,757 shares
    Change vs previous 13F -62 shares

    0.36% of the 13F portfolio, value $3,983,783.

    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 17,819 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,578,768.

    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).