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 (TIP). 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 | 7,709 | +368 | +5.0% | 0.07% | $857K | $110.00 |
| 2025 Q2 | REDUCED | 7,341 | -14 | -0.2% | 0.07% | $808K | $107.79 |
| 2025 Q1 | REDUCED | 7,355 | -827 | -10.1% | 0.08% | $817K | $107.33 |
| 2024 Q4 | ADDED | 8,182 | +572 | +7.5% | 0.08% | $872K | $102.95 |
| 2024 Q3 | REDUCED | 7,610 | -602 | -7.3% | 0.08% | $841K | $106.18 |
| 2024 Q2 | INITIATED | 8,212 | — | — | 0.08% | $877K | — |
As of 2025 Q4 — sorted by position size