Skip to content
Disclosery

Perigon Wealth Management, LLC: ACWV position timeline

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

Perigon Wealth Management, LLC held 20,399 ACWV 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 20,399 shares
    Change vs previous 13F -166 shares

    0.04% of the 13F portfolio, value $2,452,572.

    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 20,565 shares
    Change vs previous 13F -1,037 shares

    0.04% of the 13F portfolio, value $2,457,680.

    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 21,602 shares
    Change vs previous 13F -67 shares

    0.05% of the 13F portfolio, value $2,565,195.

    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 21,669 shares
    Change vs previous 13F +520 shares

    0.05% of the 13F portfolio, value $2,598,503.

    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 21,149 shares
    Change vs previous 13F -1,699 shares

    0.06% of the 13F portfolio, value $2,507,594.

    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 22,848 shares
    Change vs previous 13F -426 shares

    0.07% of the 13F portfolio, value $2,658,780.

    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 23,274 shares
    Change vs previous 13F -375 shares

    0.06% of the 13F portfolio, value $2,542,645.

    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 23,649 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,708,479.

    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).