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Perigon Wealth Management, LLC: CL position timeline

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

Perigon Wealth Management, LLC held 21,327 CL 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 21,327 shares
    Change vs previous 13F +1,587 shares

    0.03% of the 13F portfolio, value $1,955,240.

    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 19,740 shares
    Change vs previous 13F +1,033 shares

    0.03% of the 13F portfolio, value $1,682,477.

    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 18,707 shares
    Change vs previous 13F +813 shares

    0.03% of the 13F portfolio, value $1,478,239.

    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 17,894 shares
    Change vs previous 13F +1,926 shares

    0.03% of the 13F portfolio, value $1,430,429.

    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 15,968 shares
    Change vs previous 13F -4,524 shares

    0.03% of the 13F portfolio, value $1,451,498.

    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 20,492 shares
    Change vs previous 13F -13,185 shares

    0.05% of the 13F portfolio, value $1,920,142.

    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 33,677 shares
    Change vs previous 13F +1,184 shares

    0.07% of the 13F portfolio, value $2,982,476.

    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 32,493 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,373,052.

    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).