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Perigon Wealth Management, LLC: DFAI position timeline

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

Perigon Wealth Management, LLC held 1,002,180 DFAI 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 1,002,180 shares
    Change vs previous 13F +2,749 shares

    0.65% of the 13F portfolio, value $41,339,929.

    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 999,431 shares
    Change vs previous 13F +44,120 shares

    0.71% of the 13F portfolio, value $38,937,836.

    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 955,311 shares
    Change vs previous 13F +23,865 shares

    0.65% of the 13F portfolio, value $36,406,916.

    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 931,446 shares
    Change vs previous 13F +94,949 shares

    0.69% of the 13F portfolio, value $33,858,080.

    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 836,497 shares
    Change vs previous 13F +63,770 shares

    0.68% of the 13F portfolio, value $28,917,690.

    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 772,727 shares
    Change vs previous 13F +45,709 shares

    0.62% of the 13F portfolio, value $24,132,271.

    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 727,018 shares
    Change vs previous 13F +10,036 shares

    0.53% of the 13F portfolio, value $21,396,137.

    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 716,982 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $22,785,698.

    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).