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Perigon Wealth Management, LLC: D position timeline

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

Perigon Wealth Management, LLC held 32,322 D 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 32,322 shares
    Change vs previous 13F +1,828 shares

    0.03% of the 13F portfolio, value $2,207,288.

    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 30,494 shares
    Change vs previous 13F +4,409 shares

    0.03% of the 13F portfolio, value $1,885,150.

    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 26,085 shares
    Change vs previous 13F +9,373 shares

    0.03% of the 13F portfolio, value $1,528,315.

    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 16,712 shares
    Change vs previous 13F +8,633 shares

    0.02% of the 13F portfolio, value $1,022,252.

    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 8,079 shares
    Change vs previous 13F +1,917 shares

    0.01% of the 13F portfolio, value $456,617.

    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 6,162 shares
    Change vs previous 13F -14 shares

    0.01% of the 13F portfolio, value $345,527.

    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 6,176 shares
    Change vs previous 13F +2,296 shares

    0.01% of the 13F portfolio, value $340,074.

    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 3,880 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $224,253.

    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).