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Perigon Wealth Management, LLC: B position timeline

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

Perigon Wealth Management, LLC held 34,900 B 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 34,900 shares
    Change vs previous 13F -6,087 shares

    0.02% of the 13F portfolio, value $1,282,010.

    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 40,987 shares
    Change vs previous 13F +4,189 shares

    0.03% of the 13F portfolio, value $1,671,667.

    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 36,798 shares
    Change vs previous 13F -7,161 shares

    0.03% of the 13F portfolio, value $1,602,560.

    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 43,959 shares
    Change vs previous 13F -122,096 shares

    0.03% of the 13F portfolio, value $1,440,521.

    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 166,055 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,457,260.

    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).