Skip to content
Disclosery

Perigon Wealth Management, LLC: BSV position timeline

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

Perigon Wealth Management, LLC held 65,897 BSV 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 65,897 shares
    Change vs previous 13F +3,380 shares

    0.08% of the 13F portfolio, value $5,134,024.

    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 62,517 shares
    Change vs previous 13F +4,312 shares

    0.09% of the 13F portfolio, value $4,901,989.

    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 58,205 shares
    Change vs previous 13F -5,363 shares

    0.08% of the 13F portfolio, value $4,587,131.

    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 63,568 shares
    Change vs previous 13F -24,579 shares

    0.1% of the 13F portfolio, value $5,016,169.

    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 88,147 shares
    Change vs previous 13F -16,689 shares

    0.16% of the 13F portfolio, value $6,937,149.

    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 104,836 shares
    Change vs previous 13F -6,266 shares

    0.21% of the 13F portfolio, value $8,206,576.

    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 111,102 shares
    Change vs previous 13F -7,049 shares

    0.21% of the 13F portfolio, value $8,593,715.

    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 118,151 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $9,297,295.

    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).