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Perigon Wealth Management, LLC: AVUS position timeline

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

Perigon Wealth Management, LLC held 76,437 AVUS 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 76,437 shares
    Change vs previous 13F -676 shares

    0.16% of the 13F portfolio, value $9,790,066.

    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 77,113 shares
    Change vs previous 13F -1,052 shares

    0.16% of the 13F portfolio, value $8,573,377.

    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 78,165 shares
    Change vs previous 13F -1,372 shares

    0.16% of the 13F portfolio, value $8,737,240.

    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 79,537 shares
    Change vs previous 13F -2,048 shares

    0.18% of the 13F portfolio, value $8,645,660.

    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 81,585 shares
    Change vs previous 13F -2,496 shares

    0.19% of the 13F portfolio, value $8,225,383.

    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 84,081 shares
    Change vs previous 13F +1,790 shares

    0.2% of the 13F portfolio, value $7,767,386.

    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 82,291 shares
    Change vs previous 13F -587 shares

    0.2% of the 13F portfolio, value $8,149,268.

    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 82,878 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $7,885,790.

    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).