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Perigon Wealth Management, LLC: CME position timeline

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

Perigon Wealth Management, LLC held 42,609 CME 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 42,609 shares
    Change vs previous 13F -615 shares

    0.15% of the 13F portfolio, value $9,409,443.

    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 43,224 shares
    Change vs previous 13F -3,063 shares

    0.23% of the 13F portfolio, value $12,766,116.

    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 46,287 shares
    Change vs previous 13F -1,391 shares

    0.23% of the 13F portfolio, value $12,640,106.

    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 47,678 shares
    Change vs previous 13F +1,443 shares

    0.26% of the 13F portfolio, value $12,882,041.

    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 46,235 shares
    Change vs previous 13F +3,858 shares

    0.3% of the 13F portfolio, value $12,743,338.

    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 42,377 shares
    Change vs previous 13F +69 shares

    0.29% of the 13F portfolio, value $11,242,079.

    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 42,308 shares
    Change vs previous 13F +298 shares

    0.24% of the 13F portfolio, value $9,828,570.

    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 42,010 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $9,269,461.

    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).