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Perigon Wealth Management, LLC: AI position timeline

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

Perigon Wealth Management, LLC held 183,834 AI 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 183,834 shares
    Change vs previous 13F +34 shares

    0.03% of the 13F portfolio, value $1,671,051.

    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 183,800 shares
    Change vs previous 13F -156 shares

    0.03% of the 13F portfolio, value $1,547,596.

    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 183,956 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,479,727.

    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 183,956 shares
    Change vs previous 13F -200 shares

    0.07% of the 13F portfolio, value $3,189,797.

    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 184,156 shares
    Change vs previous 13F -3,180 shares

    0.11% of the 13F portfolio, value $4,524,713.

    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 187,336 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $3,943,423.

    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 187,336 shares
    Change vs previous 13F -21,100 shares

    0.15% of the 13F portfolio, value $6,052,826.

    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 208,436 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,585,504.

    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).