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Perigon Wealth Management, LLC: CGW position timeline

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

Perigon Wealth Management, LLC held 20,085 CGW 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 20,085 shares
    Change vs previous 13F +10,751 shares

    0.02% of the 13F portfolio, value $1,320,183.

    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 9,334 shares
    Change vs previous 13F -9,007 shares

    0.01% of the 13F portfolio, value $596,812.

    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 18,341 shares
    Change vs previous 13F +9,480 shares

    0.02% of the 13F portfolio, value $1,155,683.

    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 8,861 shares
    Change vs previous 13F -205 shares

    0.01% of the 13F portfolio, value $569,204.

    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 9,066 shares
    Change vs previous 13F -104 shares

    0.01% of the 13F portfolio, value $566,620.

    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 9,170 shares
    Change vs previous 13F -278 shares

    0.01% of the 13F portfolio, value $510,673.

    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 9,448 shares
    Change vs previous 13F +751 shares

    0.01% of the 13F portfolio, value $512,439.

    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 8,697 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $532,227.

    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).