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Perigon Wealth Management, LLC: DFAE position timeline

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

Perigon Wealth Management, LLC held 837,660 DFAE 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 837,660 shares
    Change vs previous 13F +20,596 shares

    0.53% of the 13F portfolio, value $33,682,311.

    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 817,064 shares
    Change vs previous 13F +34,226 shares

    0.5% of the 13F portfolio, value $27,665,790.

    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 782,838 shares
    Change vs previous 13F -5,282 shares

    0.46% of the 13F portfolio, value $25,497,043.

    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 788,120 shares
    Change vs previous 13F +33,438 shares

    0.51% of the 13F portfolio, value $24,849,433.

    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 754,682 shares
    Change vs previous 13F +14,271 shares

    0.51% of the 13F portfolio, value $21,848,031.

    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 740,411 shares
    Change vs previous 13F +48,794 shares

    0.49% of the 13F portfolio, value $19,169,249.

    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 691,617 shares
    Change vs previous 13F +75,297 shares

    0.43% of the 13F portfolio, value $17,414,923.

    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 616,320 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $16,893,328.

    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).