Ownership history in TRITONPOINT WEALTH, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which TRITONPOINT WEALTH, LLC reported a position in ISHARES TR (STIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 17,434 | +446 | +2.6% | 0.15% | $1.8M | $102.02 |
| 2025 Q2 | ADDED | 16,988 | +230 | +1.4% | 0.16% | $1.7M | $100.45 |
| 2025 Q1 | ADDED | 16,758 | +7,850 | +88.1% | 0.17% | $1.7M | $99.46 |
| 2024 Q4 | ADDED | 8,908 | +276 | +3.2% | 0.08% | $896K | $96.57 |
| 2024 Q3 | REDUCED | 8,632 | -800 | -8.5% | 0.08% | $875K | $96.65 |
| 2024 Q2 | INITIATED | 9,432 | — | — | 0.09% | $938K | — |
As of 2025 Q4 — sorted by position size