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Perigon Wealth Management, LLC: AOR position timeline

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

Perigon Wealth Management, LLC held 25,987 AOR 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 25,987 shares
    Change vs previous 13F +2,037 shares

    0.03% of the 13F portfolio, value $1,806,128.

    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 23,950 shares
    Change vs previous 13F -99 shares

    0.03% of the 13F portfolio, value $1,541,204.

    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 24,049 shares
    Change vs previous 13F -972 shares

    0.03% of the 13F portfolio, value $1,563,428.

    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 25,021 shares
    Change vs previous 13F +690 shares

    0.03% of the 13F portfolio, value $1,610,848.

    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 24,331 shares
    Change vs previous 13F +1,994 shares

    0.03% of the 13F portfolio, value $1,498,084.

    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 22,337 shares
    Change vs previous 13F +2,212 shares

    0.03% of the 13F portfolio, value $1,285,934.

    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 20,125 shares
    Change vs previous 13F -112 shares

    0.03% of the 13F portfolio, value $1,158,204.

    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 20,237 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,198,834.

    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).