Skip to content
Disclosery

Perigon Wealth Management, LLC: DFAC position timeline

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

Perigon Wealth Management, LLC held 1,571,550 DFAC 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 1,571,550 shares
    Change vs previous 13F +35,247 shares

    1.1% of the 13F portfolio, value $69,713,959.

    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 1,536,303 shares
    Change vs previous 13F -7,713 shares

    1.08% of the 13F portfolio, value $59,700,738.

    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 1,544,016 shares
    Change vs previous 13F -19,661 shares

    1.09% of the 13F portfolio, value $61,127,591.

    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 1,563,677 shares
    Change vs previous 13F -17,048 shares

    1.23% of the 13F portfolio, value $60,311,040.

    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 1,580,725 shares
    Change vs previous 13F -19,211 shares

    1.32% of the 13F portfolio, value $56,653,193.

    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 1,599,936 shares
    Change vs previous 13F -1,617 shares

    1.36% of the 13F portfolio, value $52,781,900.

    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 1,601,553 shares
    Change vs previous 13F -1,801 shares

    1.39% of the 13F portfolio, value $56,390,689.

    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 1,603,354 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $54,978,993.

    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).