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Perigon Wealth Management, LLC: DFAS position timeline

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

Perigon Wealth Management, LLC held 9,858 DFAS 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 9,858 shares
    Change vs previous 13F +545 shares

    0.01% of the 13F portfolio, value $811,695.

    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 9,313 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $662,434.

    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 9,300 shares
    Change vs previous 13F +643 shares

    0.01% of the 13F portfolio, value $647,898.

    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 8,657 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $592,673.

    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 8,652 shares
    Change vs previous 13F +155 shares

    0.01% of the 13F portfolio, value $551,213.

    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 8,497 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $507,683.

    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 8,493 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $567,078.

    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).