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Perigon Wealth Management, LLC: DFSI position timeline

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

Perigon Wealth Management, LLC held 111,569 DFSI 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 111,569 shares
    Change vs previous 13F +151 shares

    0.08% of the 13F portfolio, value $5,031,771.

    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 111,418 shares
    Change vs previous 13F +1,403 shares

    0.09% of the 13F portfolio, value $4,724,131.

    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 110,015 shares
    Change vs previous 13F +6,608 shares

    0.08% of the 13F portfolio, value $4,713,593.

    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 103,407 shares
    Change vs previous 13F +13,125 shares

    0.09% of the 13F portfolio, value $4,234,527.

    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 90,282 shares
    Change vs previous 13F +1,695 shares

    0.08% of the 13F portfolio, value $3,558,014.

    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 88,587 shares
    Change vs previous 13F +11,009 shares

    0.08% of the 13F portfolio, value $3,090,800.

    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 77,578 shares
    Change vs previous 13F +207 shares

    0.06% of the 13F portfolio, value $2,566,280.

    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 77,371 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,764,868.

    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).