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Perigon Wealth Management, LLC: DFAU position timeline

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

Perigon Wealth Management, LLC held 413,676 DFAU 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 413,676 shares
    Change vs previous 13F +4,242 shares

    0.34% of the 13F portfolio, value $21,382,905.

    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 409,434 shares
    Change vs previous 13F -587 shares

    0.34% of the 13F portfolio, value $18,473,655.

    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 410,021 shares
    Change vs previous 13F +10,522 shares

    0.34% of the 13F portfolio, value $19,188,980.

    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 399,499 shares
    Change vs previous 13F -10,164 shares

    0.37% of the 13F portfolio, value $18,281,075.

    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 409,663 shares
    Change vs previous 13F +11,316 shares

    0.41% of the 13F portfolio, value $17,353,317.

    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 398,347 shares
    Change vs previous 13F -1,867 shares

    0.39% of the 13F portfolio, value $15,312,476.

    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 400,214 shares
    Change vs previous 13F +1,093 shares

    0.4% of the 13F portfolio, value $16,432,800.

    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 399,121 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $15,841,090.

    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).