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Perigon Wealth Management, LLC: DFSV position timeline

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

Perigon Wealth Management, LLC held 539,438 DFSV 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 539,438 shares
    Change vs previous 13F +51,442 shares

    0.33% of the 13F portfolio, value $20,924,785.

    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 487,996 shares
    Change vs previous 13F +30,340 shares

    0.31% of the 13F portfolio, value $17,099,386.

    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 457,656 shares
    Change vs previous 13F +16,771 shares

    0.27% of the 13F portfolio, value $15,052,306.

    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 440,885 shares
    Change vs previous 13F +16,921 shares

    0.29% of the 13F portfolio, value $14,037,793.

    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 423,964 shares
    Change vs previous 13F +35,780 shares

    0.29% of the 13F portfolio, value $12,477,264.

    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 388,184 shares
    Change vs previous 13F +17,277 shares

    0.28% of the 13F portfolio, value $10,927,371.

    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 370,907 shares
    Change vs previous 13F +54,845 shares

    0.29% of the 13F portfolio, value $11,702,105.

    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 316,062 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $9,734,713.

    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).