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Perigon Wealth Management, LLC: DFSE position timeline

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

Perigon Wealth Management, LLC held 59,449 DFSE 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 59,449 shares
    Change vs previous 13F -86 shares

    0.05% of the 13F portfolio, value $2,905,849.

    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 59,535 shares
    Change vs previous 13F +6,754 shares

    0.05% of the 13F portfolio, value $2,522,482.

    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 52,781 shares
    Change vs previous 13F +2,508 shares

    0.04% of the 13F portfolio, value $2,189,356.

    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 50,273 shares
    Change vs previous 13F +6,329 shares

    0.04% of the 13F portfolio, value $2,065,718.

    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 43,944 shares
    Change vs previous 13F +926 shares

    0.04% of the 13F portfolio, value $1,672,509.

    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 43,018 shares
    Change vs previous 13F +4,500 shares

    0.04% of the 13F portfolio, value $1,448,846.

    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 38,518 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,262,759.

    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 38,518 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,364,308.

    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).