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Perigon Wealth Management, LLC: DFIV position timeline

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

Perigon Wealth Management, LLC held 152,495 DFIV 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 152,495 shares
    Change vs previous 13F +13,245 shares

    0.13% of the 13F portfolio, value $8,237,765.

    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 139,250 shares
    Change vs previous 13F +987 shares

    0.13% of the 13F portfolio, value $7,349,629.

    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 138,263 shares
    Change vs previous 13F +7,020 shares

    0.12% of the 13F portfolio, value $6,899,344.

    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 131,243 shares
    Change vs previous 13F +3,763 shares

    0.12% of the 13F portfolio, value $6,052,906.

    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 127,480 shares
    Change vs previous 13F +6,855 shares

    0.13% of the 13F portfolio, value $5,459,963.

    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 120,625 shares
    Change vs previous 13F +10,806 shares

    0.12% of the 13F portfolio, value $4,747,814.

    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 109,819 shares
    Change vs previous 13F +17,969 shares

    0.1% of the 13F portfolio, value $3,963,385.

    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 91,850 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,497,676.

    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).