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CIK 0002008171 • 7 13F filings • Apr 16, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("tritonpoint-wealth-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002008171-25-000008 |
| $1.17B |
| View |
| Aug 11, 2026 | Q2 2026 | 13F-HR | 0002008171-26-000004 | $1.02B | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0002008171-25-000004 | $1.08B | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002008171-26-000003 | $934.0M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0002008171-25-000003 | $1.05B | View |