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Perigon Wealth Management, LLC: CLOV position timeline

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

Perigon Wealth Management, LLC held 11,700 CLOV 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 11,700 shares
    Change vs previous 13F +1,033 shares

    <0.01% of the 13F portfolio, value $61,308.

    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 10,667 shares
    Change vs previous 13F +572 shares

    <0.01% of the 13F portfolio, value $18,774.

    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 10,095 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $23,723.

    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 10,095 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $30,891.

    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 10,095 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $28,165.

    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 10,095 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $36,241.

    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).