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Perigon Wealth Management, LLC: AVUV position timeline

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

Perigon Wealth Management, LLC held 77,369 AVUV 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 77,369 shares
    Change vs previous 13F +3,452 shares

    0.15% of the 13F portfolio, value $9,652,594.

    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 73,917 shares
    Change vs previous 13F +10,360 shares

    0.15% of the 13F portfolio, value $8,165,596.

    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 63,557 shares
    Change vs previous 13F -2,291 shares

    0.12% of the 13F portfolio, value $6,481,500.

    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 65,848 shares
    Change vs previous 13F +4,455 shares

    0.13% of the 13F portfolio, value $6,553,828.

    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 61,393 shares
    Change vs previous 13F -10,863 shares

    0.13% of the 13F portfolio, value $5,592,865.

    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 72,256 shares
    Change vs previous 13F +4,954 shares

    0.16% of the 13F portfolio, value $6,298,543.

    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 67,302 shares
    Change vs previous 13F +16,542 shares

    0.16% of the 13F portfolio, value $6,656,857.

    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 50,760 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,870,452.

    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).