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Perigon Wealth Management, LLC: COST position timeline

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

Perigon Wealth Management, LLC held 22,257 COST 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 22,257 shares
    Change vs previous 13F +520 shares

    0.33% of the 13F portfolio, value $20,820,852.

    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 21,737 shares
    Change vs previous 13F -465 shares

    0.39% of the 13F portfolio, value $21,658,972.

    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 22,202 shares
    Change vs previous 13F -726 shares

    0.34% of the 13F portfolio, value $19,145,955.

    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 22,928 shares
    Change vs previous 13F +925 shares

    0.43% of the 13F portfolio, value $21,223,230.

    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 22,003 shares
    Change vs previous 13F +291 shares

    0.51% of the 13F portfolio, value $21,781,408.

    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 21,712 shares
    Change vs previous 13F +816 shares

    0.53% of the 13F portfolio, value $20,534,896.

    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 20,896 shares
    Change vs previous 13F +1,177 shares

    0.47% of the 13F portfolio, value $19,218,779.

    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 19,719 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $17,480,999.

    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).