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Perigon Wealth Management, LLC: ADP position timeline

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

Perigon Wealth Management, LLC held 12,253 ADP 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 12,253 shares
    Change vs previous 13F -6,567 shares

    0.04% of the 13F portfolio, value $2,743,967.

    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 18,820 shares
    Change vs previous 13F +185 shares

    0.07% of the 13F portfolio, value $3,823,878.

    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 18,635 shares
    Change vs previous 13F -1,147 shares

    0.09% of the 13F portfolio, value $4,793,408.

    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 19,782 shares
    Change vs previous 13F -446 shares

    0.12% of the 13F portfolio, value $5,806,059.

    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 20,228 shares
    Change vs previous 13F -10,443 shares

    0.15% of the 13F portfolio, value $6,238,335.

    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 30,671 shares
    Change vs previous 13F -255 shares

    0.24% of the 13F portfolio, value $9,370,843.

    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 30,926 shares
    Change vs previous 13F +7,734 shares

    0.23% of the 13F portfolio, value $9,161,107.

    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 23,192 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,418,188.

    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).