Skip to content
Disclosery

Perigon Wealth Management, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perigon Wealth Management, LLC on AAPL, newest first. How the timeline and the estimate are built.

Perigon Wealth Management, LLC held 1,136,862 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,136,862 shares
    Change vs previous 13F +3,217 shares

    5.21% of the 13F portfolio, value $328,962,464.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,133,645 shares
    Change vs previous 13F +3,950 shares

    5.22% of the 13F portfolio, value $287,707,750.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, 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 1,129,695 shares
    Change vs previous 13F +31,454 shares

    5.5% of the 13F portfolio, value $307,118,920.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, 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 1,098,241 shares
    Change vs previous 13F +1,794 shares

    5.71% of the 13F portfolio, value $279,645,095.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, 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 1,096,447 shares
    Change vs previous 13F -32,573 shares

    5.25% of the 13F portfolio, value $224,958,090.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, 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 1,129,020 shares
    Change vs previous 13F -35,507 shares

    6.44% of the 13F portfolio, value $250,789,236.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, 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 1,164,527 shares
    Change vs previous 13F -423 shares

    6.53% of the 13F portfolio, value $265,814,945.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, 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 1,164,950 shares
    Change vs previous 13F not available

    7.3% of the 13F portfolio, value $271,433,312.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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