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Perigon Wealth Management, LLC: AVES position timeline

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

Perigon Wealth Management, LLC held 165,169 AVES 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 165,169 shares
    Change vs previous 13F +7,409 shares

    0.17% of the 13F portfolio, value $10,835,069.

    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 157,760 shares
    Change vs previous 13F +4,109 shares

    0.17% of the 13F portfolio, value $9,462,423.

    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 153,651 shares
    Change vs previous 13F +2,636 shares

    0.16% of the 13F portfolio, value $8,959,396.

    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 151,015 shares
    Change vs previous 13F +11,362 shares

    0.18% of the 13F portfolio, value $8,663,715.

    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 139,653 shares
    Change vs previous 13F +11,765 shares

    0.17% of the 13F portfolio, value $7,477,723.

    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 127,888 shares
    Change vs previous 13F -12,007 shares

    0.15% of the 13F portfolio, value $6,031,199.

    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 139,895 shares
    Change vs previous 13F +3,879 shares

    0.16% of the 13F portfolio, value $6,362,422.

    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 136,016 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $7,091,880.

    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).