TRITONPOINT WEALTH, LLC
CIK
0002008171
City
CHEVY CHASE
State / Country
MD
Holdings in BIP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,851,336 | 139,647 | Shares | Sole | 2026-01-20 |
| 2025-09-30 | $4,923,435 | 149,694 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $5,112,267 | 152,605 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $4,515,955 | 151,593 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $5,008,673 | 157,555 | Shares | Sole | 2025-01-24 |
| 2024-09-30 | $5,638,776 | 160,924 | Shares | Sole | 2024-10-28 |
| 2024-06-30 | $3,832,654 | 139,674 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $5,041,944 | 161,549 | Shares | Sole | 2024-04-25 |
| 2023-12-31 | $4,906,047 | 155,797 | Shares | Sole | 2024-01-24 |